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

Advocacy Wealth Management Services’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 Q2	–	Sell	-20,769	Closed	-$1.01M	–	135
2020 Q1	$1.01M	Sell	20,769 -11,147	-35%	-$555K	0.22%	23
2019 Q4	$1.6M	Buy	31,916 +31,605	+10,162%	+$1.59M	0.46%	19
2019 Q3	$16K	Sell	311 -198	-39%	-$9.96K	0.01%	105
2019 Q2	$26K	Hold	509	–	–	0.02%	82
2019 Q1	$26K	Buy	+509	New	+$25.5K	0.03%	67

Other funds holding NEAR

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Advocacy Wealth Management Services's NEAR Position: Q2 2020 in Review

Advocacy Wealth Management Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2020, closing a stake of 20,769 shares — an estimated $1.01M sold.

Advocacy Wealth Management Services first reported a position in NEAR in Q1 2019 and held it in 5 quarters. The position peaked at $1.6M in Q4 2019. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

Advocacy Wealth Management Services reported no remaining iShares Short Maturity Bond ETF position as of Q2 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 20,769 iShares Short Maturity Bond ETF shares in Q2 2020, an estimated $1.01M.
Advocacy Wealth Management Services first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 5 quarters.
Advocacy Wealth Management Services's iShares Short Maturity Bond ETF position peaked at $1.6M in Q4 2019.
371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2020, filed 2 Jul 2020.