Summit Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Summit Financial Group’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
2023 Q3	–	Sell	-4,905	Closed	-$244K	–	184
2023 Q2	$244K	Sell	4,905 -3,948	-45%	-$196K	0.09%	172
2023 Q1	$439K	Sell	8,853 -255	-3%	-$12.6K	0.17%	129
2022 Q4	$449K	Sell	9,108 -11,955	-57%	-$588K	0.18%	128
2022 Q3	$1.04M	Sell	21,063 -23,095	-52%	-$1.14M	0.43%	66
2022 Q2	$2.17M	Buy	44,158 +425	+1%	+$21K	0.84%	33
2022 Q1	$2.17M	Buy	43,733 +8,545	+24%	+$425K	0.73%	38
2021 Q4	$1.76M	Buy	35,188 +350	+1%	+$17.5K	0.57%	45
2021 Q3	$1.75M	Buy	34,838 +1,045	+3%	+$52.4K	0.63%	42
2021 Q2	$1.7M	Buy	33,793 +12,135	+56%	+$609K	0.63%	44
2021 Q1	$1.09M	Buy	+21,658	New	+$1.09M	0.45%	59

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

RJFSA

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

Summit Financial Group's NEAR Position: Q3 2023 in Review

Summit Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2023, closing a stake of 4,905 shares — an estimated $244K sold.

Summit Financial Group first reported a position in NEAR in Q1 2021 and held it in 10 quarters. The position peaked at $2.17M in Q2 2022. 335 funds tracked by Wall St. Rank hold NEAR as of Q3 2023.

Summit Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q3 2023 after selling out during the quarter.
Summit Financial Group sold 4,905 iShares Short Maturity Bond ETF shares in Q3 2023, an estimated $244K.
Summit Financial Group first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and held it in 10 quarters.
Summit Financial Group's iShares Short Maturity Bond ETF position peaked at $2.17M in Q2 2022.
335 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2023.

Based on Summit Financial Group's 13F filing for Q3 2023, filed 17 Oct 2023.