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
2021 Q3	$795K	Sell	15,847 -4,143	-21%	-$208K	0.37%	47
2021 Q2	$1M	Buy	+19,990	New	+$1M	0.36%	65
2020 Q4	$1.8M	Buy	+35,819	New	+$1.8M	1.65%	23
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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: Q3 2021 in Review

Financial Gravity Asset Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 21% in Q3 2021, selling an estimated $208K and leaving 15,847 shares worth $795K. The position accounts for 0.37% of the portfolio, ranked #47.

Financial Gravity Asset Management first reported a position in NEAR in Q2 2019 and has held it in 6 quarters since. The position peaked at $2.91M in Q4 2019. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

Financial Gravity Asset Management held 15,847 shares of iShares Short Maturity Bond ETF worth $795K as of Q3 2021.
Financial Gravity Asset Management sold 4,143 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $208K.
iShares Short Maturity Bond ETF made up 0.37% of Financial Gravity Asset Management's portfolio in Q3 2021, its #47 holding.
Financial Gravity Asset Management first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and has held it in 6 quarters since.
Financial Gravity Asset Management's iShares Short Maturity Bond ETF position peaked at $2.91M in Q4 2019.
360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.