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

Parisi Gray 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 Q3	–	Sell	-2,000	Closed	-$100K	–	389
2021 Q2	$100K	Buy	+2,000	New	+$100K	0.04%	204
2019 Q2	–	Sell	-2,000	Closed	-$100K	–	320
2019 Q1	$100K	Hold	2,000	–	–	0.06%	136
2018 Q4	$100K	Buy	+2,000	New	+$100K	0.07%	131

Other funds holding NEAR

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

TFS

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

Parisi Gray Wealth Management's NEAR Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2021, closing a stake of 2,000 shares — an estimated $100K sold.

Parisi Gray Wealth Management first reported a position in NEAR in Q4 2018 and held it in 3 quarters. The position peaked at $100K in Q2 2021. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 2,000 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $100K.
Parisi Gray Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 3 quarters.
Parisi Gray Wealth Management's iShares Short Maturity Bond ETF position peaked at $100K in Q2 2021.
360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.