Acorn Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Acorn Wealth Advisors’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
2020 Q4	–	Sell	-5,595	Closed	-$280K	–	150
2020 Q3	$280K	Buy	5,595 +17	+0.3%	+$851	0.25%	92
2020 Q2	$279K	Buy	5,578 +28	+0.5%	+$1.38K	0.26%	84
2020 Q1	$269K	Buy	5,550 +22	+0.4%	+$1.1K	0.3%	69
2019 Q4	$278K	Buy	5,528 +22	+0.4%	+$1.11K	0.23%	94
2019 Q3	$277K	Buy	5,506 +36	+0.7%	+$1.81K	0.24%	91
2019 Q2	$275K	Buy	5,470 +51	+0.9%	+$2.56K	0.25%	85
2019 Q1	$272K	Sell	5,419 -1,325	-20%	-$66.3K	0.25%	89
2018 Q4	$336K	Buy	6,744 +41	+0.6%	+$2.05K	0.34%	61
2018 Q3	$335K	Buy	6,703 +54	+0.8%	+$2.71K	0.33%	66
2018 Q2	$333K	Buy	6,649 +153	+2%	+$7.67K	0.28%	64
2018 Q1	$326K	Buy	+6,496	New	+$326K	0.28%	62

Other funds holding NEAR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CCA

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

Acorn Wealth Advisors's NEAR Position: Q4 2020 in Review

Acorn Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2020, closing a stake of 5,595 shares — an estimated $280K sold.

Acorn Wealth Advisors first reported a position in NEAR in Q1 2018 and held it in 11 quarters. The position peaked at $336K in Q4 2018. 382 funds tracked by Wall St. Rank hold NEAR as of Q4 2020.

Acorn Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q4 2020 after selling out during the quarter.
Acorn Wealth Advisors sold 5,595 iShares Short Maturity Bond ETF shares in Q4 2020, an estimated $280K.
Acorn Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 11 quarters.
Acorn Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $336K in Q4 2018.
382 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2020.

Based on Acorn Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.