Washington Trust Bank’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Washington Trust 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
2023 Q4	–	Sell	-13,532	Closed	-$675K	–	225
2023 Q3	$675K	Sell	13,532 -534	-4%	-$26.6K	0.07%	109
2023 Q2	$699K	Sell	14,066 -15,209	-52%	-$754K	0.07%	103
2023 Q1	$1.45M	Sell	29,275 -13,522	-32%	-$670K	0.16%	83
2022 Q4	$2.11M	Sell	42,797 -14,554	-25%	-$716K	0.24%	77
2022 Q3	$2.83M	Buy	57,351 +3,224	+6%	+$159K	0.36%	63
2022 Q2	$2.67M	Buy	54,127 +39,808	+278%	+$1.97M	0.34%	65
2022 Q1	$710K	Sell	14,319 -291,201	-95%	-$14.5M	0.08%	116
2021 Q4	$15.3M	Buy	+305,520	New	+$15.3M	1.48%	20
2019 Q1	–	Sell	-885	Closed	-$44K	–	617
2018 Q4	$44K	Buy	+885	New	+$44.3K	0.01%	352

Other funds holding NEAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Washington Trust Bank's NEAR Position: Q4 2023 in Review

Washington Trust Bank sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 13,532 shares — an estimated $675K sold.

Washington Trust Bank first reported a position in NEAR in Q4 2018 and held it in 9 quarters. The position peaked at $15.3M in Q4 2021. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

Washington Trust Bank reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
Washington Trust Bank sold 13,532 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $675K.
Washington Trust Bank first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 9 quarters.
Washington Trust Bank's iShares Short Maturity Bond ETF position peaked at $15.3M in Q4 2021.
341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on Washington Trust Bank's 13F filing for Q4 2023, filed 14 Feb 2024.