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

Mattern 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
Q4 		– Sell
-9,917
Closed -$497K – 175
2021
Q3 		$497K Sell
9,917
-193,102
-95% -$9.68M 0.17% 108
2021
Q2 		$10.2M Buy
203,019
+82,100
+68% +$4.12M 3.24% 4
2021
Q1 		$6.07M Sell
120,919
-2,004
-2% -$101K 2.14% 12
2020
Q4 		$6.17M Buy
122,923
+53,251
+76% +$2.67M 2.33% 12
2020
Q3 		$3.49M Sell
69,672
-15,053
-18% -$754K 1.49% 19
2020
Q2 		$4.24M Buy
84,725
+67,140
+382% +$3.32M 2.06% 10
2020
Q1 		$853K Buy
+17,585
New +$876K 0.62% 53

Other funds holding NEAR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return