KerberRose Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

KerberRose 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
2022 Q2	$301K	Buy	+6,117	New	+$302K	0.25%	82

Other funds holding NEAR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

RJFSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TFS

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

KerberRose Wealth Management's NEAR Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2022: 6,117 shares worth $301K. The stake represents 0.25% of the portfolio and ranks #82 among its holdings.

352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

KerberRose Wealth Management held 6,117 shares of iShares Short Maturity Bond ETF worth $301K as of Q2 2022.
iShares Short Maturity Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares Short Maturity Bond ETF made up 0.25% of KerberRose Wealth Management's portfolio in Q2 2022, its #82 holding.
352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.