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

First Command Bank’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
2023 Q2	$19K	Hold	382	–	–	﹤0.01%	302
2023 Q1	$18.9K	Buy	382 +1	+0.3%	+$50	﹤0.01%	298
2022 Q4	$19K	Buy	+381	New	+$18.7K	﹤0.01%	289

Other funds holding NEAR

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

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

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

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

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

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

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

First Command Bank's NEAR Position: Q2 2023 in Review

First Command Bank held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2023 at 382 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

First Command Bank first reported a position in NEAR in Q4 2022 and has held it in 3 quarters since. The position peaked at $19K in Q4 2022. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

First Command Bank held 382 shares of iShares Short Maturity Bond ETF worth $19K as of Q2 2023.
First Command Bank left its iShares Short Maturity Bond ETF share count unchanged in Q2 2023.
iShares Short Maturity Bond ETF made up ﹤0.01% of First Command Bank's portfolio in Q2 2023, its #302 holding.
First Command Bank first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 3 quarters since.
First Command Bank's iShares Short Maturity Bond ETF position peaked at $19K in Q4 2022.
330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.