Riverview Trust Company’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Riverview Trust Company’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 Q2	–	Sell	-340	Closed	-$17K	–	812
2022 Q1	$17K	Hold	340	–	–	0.01%	564
2021 Q4	$17	Hold	340	–	–	0.01%	213
2021 Q3	$17K	Hold	340	–	–	0.02%	210
2021 Q2	$17K	Sell	340 -532	-61%	-$26.7K	0.02%	206
2021 Q1	$44K	Hold	872	–	–	0.05%	154
2020 Q4	$44K	Buy	+872	New	+$43.7K	0.05%	152

Other funds holding NEAR

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Riverview Trust Company's NEAR Position: Q2 2022 in Review

Riverview Trust Company sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 340 shares — an estimated $17K sold.

Riverview Trust Company first reported a position in NEAR in Q4 2020 and held it in 6 quarters. The position peaked at $44K in Q1 2021. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

Riverview Trust Company reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
Riverview Trust Company sold 340 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $17K.
Riverview Trust Company first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 6 quarters.
Riverview Trust Company's iShares Short Maturity Bond ETF position peaked at $44K in Q1 2021.
352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Riverview Trust Company's 13F filing for Q2 2022, filed 27 Jul 2022.