First Bank & Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

First Bank & Trust’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 Q4	–	Sell	-86	Closed	-$4K	–	526
2021 Q3	$4K	Hold	86	–	–	﹤0.01%	388
2021 Q2	$4K	Hold	86	–	–	﹤0.01%	375
2021 Q1	$4K	Hold	86	–	–	﹤0.01%	378
2020 Q4	$4K	Hold	86	–	–	﹤0.01%	365
2020 Q3	$4K	Hold	86	–	–	﹤0.01%	345
2020 Q2	$4K	Hold	86	–	–	﹤0.01%	343
2020 Q1	$4K	Hold	86	–	–	﹤0.01%	345
2019 Q4	$4K	Buy	+86	New	+$4.33K	﹤0.01%	359

Other funds holding NEAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Bank & Trust's NEAR Position: Q4 2021 in Review

First Bank & Trust sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 86 shares — an estimated $4K sold.

First Bank & Trust first reported a position in NEAR in Q4 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

First Bank & Trust reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
First Bank & Trust sold 86 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $4K.
First Bank & Trust first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 8 quarters.
First Bank & Trust's iShares Short Maturity Bond ETF position peaked at $4K in Q3 2021.
365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on First Bank & Trust's 13F filing for Q4 2021, filed 1 Feb 2022.