Wealth Advisors of Tampa Bay’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Wealth Advisors of Tampa Bay’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 Q1	–	Sell	-4,000	Closed	-$200K	–	109
2021 Q4	$200K	Buy	+4,000	New	+$200K	0.05%	115
2019 Q2	–	Sell	-4,732	Closed	-$238K	–	74
2019 Q1	$238K	Hold	4,732	–	–	0.17%	67
2018 Q4	$235K	Hold	4,732	–	–	0.19%	66
2018 Q3	$238K	Hold	4,732	–	–	0.17%	64
2018 Q2	$237K	Hold	4,732	–	–	0.18%	63
2018 Q1	$238K	Hold	4,732	–	–	0.17%	68
2017 Q4	$238K	Buy	+4,732	New	+$238K	0.16%	66

Other funds holding NEAR

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

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

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

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

CCA

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

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

Wealth Advisors of Tampa Bay's NEAR Position: Q1 2022 in Review

Wealth Advisors of Tampa Bay sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 4,000 shares — an estimated $200K sold.

Wealth Advisors of Tampa Bay first reported a position in NEAR in Q4 2017 and held it in 7 quarters. The position peaked at $238K in Q1 2019. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

Wealth Advisors of Tampa Bay reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 4,000 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $200K.
Wealth Advisors of Tampa Bay first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 7 quarters.
Wealth Advisors of Tampa Bay's iShares Short Maturity Bond ETF position peaked at $238K in Q1 2019.
359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2022, filed 25 Apr 2022.