Asset Planning Services (Pennsylvania)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-15	Closed	-$1K	–	195
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	262
2019 Q2	$1K	Sell	15 -5	-25%	-$251	﹤0.01%	256
2019 Q1	$1K	Sell	20 -9	-31%	-$451	﹤0.01%	253
2018 Q4	$1K	Buy	29 +1	+4%	+$50	﹤0.01%	256
2018 Q3	$1K	Buy	28 +1	+4%	+$50	﹤0.01%	259
2018 Q2	$1K	Buy	27 +6	+29%	+$301	﹤0.01%	260
2018 Q1	$1K	Buy	21 +8	+62%	+$401	﹤0.01%	264
2017 Q4	$1K	Buy	13 +1	+8%	+$50	﹤0.01%	267
2017 Q3	$1K	Buy	12 +1	+9%	+$50	﹤0.01%	289
2017 Q2	$1K	Buy	+11	New	+$552	﹤0.01%	290

Other funds holding NEAR

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

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

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

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

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

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TTSTC

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

Asset Planning Services (Pennsylvania)'s NEAR Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2019, closing a stake of 15 shares — an estimated $1K sold.

Asset Planning Services (Pennsylvania) first reported a position in NEAR in Q2 2017 and held it in 10 quarters. The position peaked at $1K in Q3 2019. 392 funds tracked by Wall St. Rank hold NEAR as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares Short Maturity Bond ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 15 iShares Short Maturity Bond ETF shares in Q4 2019, an estimated $1K.
Asset Planning Services (Pennsylvania) first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and held it in 10 quarters.
Asset Planning Services (Pennsylvania)'s iShares Short Maturity Bond ETF position peaked at $1K in Q3 2019.
392 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.