Sandy Spring Bank’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sandy Spring Bank’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	-1,397	Closed	-$69K	–	1163
2022 Q2	$69K	Buy	1,397 +1,161	+492%	+$57.4K	﹤0.01%	458
2022 Q1	$12K	Hold	236	–	–	﹤0.01%	820
2021 Q4	$12K	Hold	236	–	–	﹤0.01%	868
2021 Q3	$12K	Hold	236	–	–	﹤0.01%	844
2021 Q2	$12K	Hold	236	–	–	﹤0.01%	868
2021 Q1	$12K	Hold	236	–	–	﹤0.01%	758
2020 Q4	$12K	Hold	236	–	–	﹤0.01%	725
2020 Q3	$12K	Hold	236	–	–	﹤0.01%	658
2020 Q2	$12K	Hold	236	–	–	﹤0.01%	669
2020 Q1	$11K	Hold	236	–	–	﹤0.01%	658
2019 Q4	$12K	Hold	236	–	–	﹤0.01%	696
2019 Q3	$12K	Buy	+236	New	+$11.9K	﹤0.01%	698
2018 Q3	–	Sell	-1,196	Closed	-$60K	–	794
2018 Q2	$60K	Hold	1,196	–	–	0.01%	442
2018 Q1	$60K	Hold	1,196	–	–	0.01%	449
2017 Q4	$60K	Hold	1,196	–	–	0.01%	427
2017 Q3	$60K	Hold	1,196	–	–	0.01%	420
2017 Q2	$60K	Hold	1,196	–	–	0.01%	432
2017 Q1	$60K	Buy	+1,196	New	+$60K	0.01%	424

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

Sandy Spring Bank's NEAR Position: Q3 2022 in Review

Sandy Spring Bank sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 1,397 shares — an estimated $69K sold.

Sandy Spring Bank first reported a position in NEAR in Q1 2017 and held it in 18 quarters. The position peaked at $69K in Q2 2022. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

Sandy Spring Bank reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
Sandy Spring Bank sold 1,397 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $69K.
Sandy Spring Bank first reported a position in iShares Short Maturity Bond ETF in Q1 2017 and held it in 18 quarters.
Sandy Spring Bank's iShares Short Maturity Bond ETF position peaked at $69K in Q2 2022.
337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on Sandy Spring Bank's 13F filing for Q3 2022, filed 2 Nov 2022.