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Avalon Investment & Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-7,480
Closed -$376K – 330
2019
Q4 		$376K Buy
+7,480
New +$376K 0.01% 277

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avalon Investment & Advisory's NEAR Position: Q1 2020 in Review

Avalon Investment & Advisory sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 7,480 shares — an estimated $376K sold.

Avalon Investment & Advisory first reported a position in NEAR in Q4 2019 and held it in 1 quarter. The position peaked at $376K in Q4 2019. 379 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

  • Avalon Investment & Advisory reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 7,480 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $376K.
  • Avalon Investment & Advisory first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 1 quarter.
  • Avalon Investment & Advisory's iShares Short Maturity Bond ETF position peaked at $376K in Q4 2019.
  • 379 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on Avalon Investment & Advisory's 13F filing for Q1 2020, filed 5 May 2020.