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

Midwest 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 Q1	$297K	Hold	6,000	–	–	0.18%	88
2021 Q4	$300K	Hold	6,000	–	–	0.19%	84
2021 Q3	$301K	Sell	6,000 -3,000	-33%	-$150K	0.21%	89
2021 Q2	$451K	Hold	9,000	–	–	0.32%	78
2021 Q1	$452K	Hold	9,000	–	–	0.37%	81
2020 Q4	$452K	Buy	+9,000	New	+$451K	0.41%	77

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

Midwest Wealth Management's NEAR Position: Q1 2022 in Review

Midwest Wealth Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2022 at 6,000 shares worth $297K. The position accounts for 0.18% of the portfolio, ranked #88.

Midwest Wealth Management first reported a position in NEAR in Q4 2020 and has held it in 6 quarters since. The position peaked at $452K in Q1 2021. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

Midwest Wealth Management held 6,000 shares of iShares Short Maturity Bond ETF worth $297K as of Q1 2022.
Midwest Wealth Management left its iShares Short Maturity Bond ETF share count unchanged in Q1 2022.
iShares Short Maturity Bond ETF made up 0.18% of Midwest Wealth Management's portfolio in Q1 2022, its #88 holding.
Midwest Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's iShares Short Maturity Bond ETF position peaked at $452K in Q1 2021.
359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.