Urban Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Urban Wealth Management’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	$0	Buy	+3	New	+$148	﹤0.01%	360

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

Urban Wealth Management's NEAR Position: Q2 2022 in Review

Urban Wealth Management opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2022: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #360 among its holdings.

352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

Urban Wealth Management held 3 shares of iShares Short Maturity Bond ETF worth $0 as of Q2 2022.
iShares Short Maturity Bond ETF was a new Urban Wealth Management position in Q2 2022.
iShares Short Maturity Bond ETF made up ﹤0.01% of Urban Wealth Management's portfolio in Q2 2022, its #360 holding.
352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.