Pinnacle Bancorp’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Pinnacle Bancorp’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 Q3	–	Sell	-69	Closed	-$3K	–	757
2022 Q2	$3K	Hold	69	–	–	﹤0.01%	706
2022 Q1	$3K	Hold	69	–	–	﹤0.01%	708
2021 Q4	$3K	Hold	69	–	–	﹤0.01%	685
2021 Q3	$3K	Hold	69	–	–	﹤0.01%	685
2021 Q2	$3K	Hold	69	–	–	﹤0.01%	685
2021 Q1	$3K	Hold	69	–	–	﹤0.01%	686
2020 Q4	$3K	Sell	69 -196	-74%	-$9.83K	﹤0.01%	635
2020 Q3	$13K	Hold	265	–	–	0.01%	488
2020 Q2	$13K	Hold	265	–	–	0.01%	474
2020 Q1	$13K	Hold	265	–	–	0.01%	458
2019 Q4	$13K	Buy	+265	New	+$13.3K	0.01%	505

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

RJFSA

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

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

Pinnacle Bancorp's NEAR Position: Q3 2022 in Review

Pinnacle Bancorp sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 69 shares — an estimated $3K sold.

Pinnacle Bancorp first reported a position in NEAR in Q4 2019 and held it in 11 quarters. The position peaked at $13K in Q3 2020. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

Pinnacle Bancorp reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
Pinnacle Bancorp sold 69 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $3K.
Pinnacle Bancorp first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 11 quarters.
Pinnacle Bancorp's iShares Short Maturity Bond ETF position peaked at $13K in Q3 2020.
337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on Pinnacle Bancorp's 13F filing for Q3 2022, filed 25 Oct 2022.