Private Ocean’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Private Ocean’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	-41	Closed	-$2K	–	610
2022 Q2	$2K	Hold	41	–	–	﹤0.01%	431
2022 Q1	$2K	Buy	+41	New	+$2.04K	﹤0.01%	502
2020 Q1	–	Sell	-10	Closed	-$1K	–	574
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	469
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	579
2019 Q2	$0	Hold	10	–	–	﹤0.01%	497
2019 Q1	$1K	Buy	+10	New	+$501	﹤0.01%	393
2018 Q4	–	Sell	-10	Closed	-$1K	–	364
2018 Q3	$1K	Buy	+10	New	+$501	﹤0.01%	329
2018 Q2	–	Sell	-500	Closed	-$25K	–	383
2018 Q1	$25K	Buy	+500	New	+$25.1K	0.01%	238

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

Private Ocean's NEAR Position: Q3 2022 in Review

Private Ocean sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 41 shares — an estimated $2K sold.

Private Ocean first reported a position in NEAR in Q1 2018 and held it in 8 quarters. The position peaked at $25K in Q1 2018. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

Private Ocean reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
Private Ocean sold 41 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $2K.
Private Ocean first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 8 quarters.
Private Ocean's iShares Short Maturity Bond ETF position peaked at $25K in Q1 2018.
337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on Private Ocean's 13F filing for Q3 2022, filed 24 Oct 2022.