Horst & Graben Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Horst & Graben Wealth 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	–	Sell	-4,325	Closed	-$217K	–	138
2021 Q2	$217K	Sell	4,325 -43	-1%	-$2.16K	0.06%	123
2021 Q1	$219K	Sell	4,368 -60	-1%	-$3.01K	0.07%	118
2020 Q4	$222K	Sell	4,428 -2,218	-33%	-$111K	0.08%	104
2020 Q3	$333K	Buy	6,646 +549	+9%	+$27.5K	0.13%	88
2020 Q2	$305K	Sell	6,097 -58,373	-91%	-$2.89M	0.13%	76
2020 Q1	$3.13M	Buy	+64,470	New	+$3.21M	1.64%	13

Other funds holding NEAR

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

BlackRock New York $5.72T AUM 30.48% 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

SLF

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

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

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

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Horst & Graben Wealth Management's NEAR Position: Q3 2021 in Review

Horst & Graben Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2021, closing a stake of 4,325 shares — an estimated $217K sold.

Horst & Graben Wealth Management first reported a position in NEAR in Q1 2020 and held it in 6 quarters. The position peaked at $3.13M in Q1 2020. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

Horst & Graben Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2021 after selling out during the quarter.
Horst & Graben Wealth Management sold 4,325 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $217K.
Horst & Graben Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 6 quarters.
Horst & Graben Wealth Management's iShares Short Maturity Bond ETF position peaked at $3.13M in Q1 2020.
360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on Horst & Graben Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.