Investors Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Investors Financial Group’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
2022 Q1	–	Sell	-46,955	Closed	-$2.35M	–	118
2021 Q4	$2.35M	Sell	46,955 -1,424	-3%	-$71.2K	1.09%	16
2021 Q3	$2.43M	Buy	48,379 +28	+0.1%	+$1.4K	1.28%	15
2021 Q2	$2.43M	Sell	48,351 -753	-2%	-$37.8K	1.3%	12
2021 Q1	$2.46M	Buy	49,104 +412	+0.8%	+$20.7K	1.44%	12
2020 Q4	$2.44M	Sell	48,692 -3,308	-6%	-$166K	1.61%	12
2020 Q3	$2.61M	Sell	52,000 -9,090	-15%	-$455K	1.95%	9
2020 Q2	$3.06M	Buy	61,090 +2	+0%	+$99	2.51%	5
2020 Q1	$2.96M	Sell	61,088 -15,891	-21%	-$792K	2.99%	4
2019 Q4	$3.87M	Buy	+76,979	New	+$3.87M	3.15%	3

Other funds holding NEAR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

TFS

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

Investors Financial Group's NEAR Position: Q1 2022 in Review

Investors Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 46,955 shares — an estimated $2.35M sold.

Investors Financial Group first reported a position in NEAR in Q4 2019 and held it in 9 quarters. The position peaked at $3.87M in Q4 2019. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

Investors Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 46,955 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $2.35M.
Investors Financial Group first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's iShares Short Maturity Bond ETF position peaked at $3.87M in Q4 2019.
359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.