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Bell Rock Capital’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bell Rock Capital’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
2018
Q2 		– Sell
-41
Closed -$2K – 453
2018
Q1 		$2K Buy
+41
New +$2.06K ﹤0.01% 423

Other funds holding NEAR

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UCFA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bell Rock Capital's NEAR Position: Q2 2018 in Review

Bell Rock Capital sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2018, closing a stake of 41 shares — an estimated $2K sold.

Bell Rock Capital first reported a position in NEAR in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 206 funds tracked by Wall St. Rank hold NEAR as of Q2 2018.

  • Bell Rock Capital reported no remaining iShares Short Maturity Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Bell Rock Capital sold 41 iShares Short Maturity Bond ETF shares in Q2 2018, an estimated $2K.
  • Bell Rock Capital first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 1 quarter.
  • Bell Rock Capital's iShares Short Maturity Bond ETF position peaked at $2K in Q1 2018.
  • 206 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2018.

Based on Bell Rock Capital's 13F filing for Q2 2018, filed 14 Nov 2018.