Independent Family Office’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Independent Family Office’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	–	Sell	-13,294	Closed	-$659K	–	71
2023 Q1	$659K	Hold	13,294	–	–	0.38%	40
2022 Q4	$655K	Hold	13,294	–	–	0.39%	41
2022 Q3	$655K	Hold	13,294	–	–	0.32%	42
2022 Q2	$655	Sell	13,294 -2,024	-13%	-$100K	0.32%	40
2022 Q1	$759K	Sell	15,318 -5,983	-28%	-$298K	0.25%	38
2021 Q4	$1.06M	Buy	21,301 +8,007	+60%	+$400K	0.4%	22
2021 Q3	$667K	Sell	13,294 -500	-4%	-$25.1K	0.27%	30
2021 Q2	$692K	Hold	13,794	–	–	0.27%	30
2021 Q1	$692K	Buy	+13,794	New	+$692K	0.27%	31

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

Independent Family Office's NEAR Position: Q2 2023 in Review

Independent Family Office sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 13,294 shares — an estimated $659K sold.

Independent Family Office first reported a position in NEAR in Q1 2021 and held it in 9 quarters. The position peaked at $1.06M in Q4 2021. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

Independent Family Office reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
Independent Family Office sold 13,294 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $659K.
Independent Family Office first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and held it in 9 quarters.
Independent Family Office's iShares Short Maturity Bond ETF position peaked at $1.06M in Q4 2021.
330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on Independent Family Office's 13F filing for Q2 2023, filed 25 Jul 2023.