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Financial Gravity Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Financial Gravity Asset Management’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-158
Closed -$8 – 810
2022
Q1 		$8 Sell
158
-15,452
-99% -$769K ﹤0.01% 786
2021
Q4 		$779 Sell
15,610
-237
-1% -$11.9K 0.02% 418
2021
Q3 		$795K Sell
15,847
-4,143
-21% -$208K 0.37% 47
2021
Q2 		$1M Sell
19,990
-10,804
-35% -$542K 0.36% 65
2021
Q1 		$1.55K Sell
30,794
-5,025
-14% -$252K 0.03% 255
2020
Q4 		$1.8M Buy
+35,819
New +$1.8M 1.65% 23
2020
Q2 		– Sell
-56,951
Closed -$2.76K – 567
2020
Q1 		$2.76K Sell
56,951
-882
-2% -$43.9K 0.01% 376
2019
Q4 		$2.91M Buy
57,833
+6,577
+13% +$331K 2% 8
2019
Q3 		$2.58M Buy
51,256
+38,196
+292% +$1.92M 2.22% 6
2019
Q2 		$657K Buy
+13,060
New +$656K 0.54% 47

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Financial Gravity Asset Management's NEAR Position: Q2 2022 in Review

Financial Gravity Asset Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 158 shares — an estimated $8 sold.

Financial Gravity Asset Management first reported a position in NEAR in Q2 2019 and held it in 10 quarters. The position peaked at $2.91M in Q4 2019. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

  • Financial Gravity Asset Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 158 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $8.
  • Financial Gravity Asset Management first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 10 quarters.
  • Financial Gravity Asset Management's iShares Short Maturity Bond ETF position peaked at $2.91M in Q4 2019.
  • 352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Financial Gravity Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.