BlackRock Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

BlackRock Investment Management’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
2016 Q4	$54.3M	Buy	1,082,877 +374,777	+53%	+$18.8M	0.06%	291
2016 Q3	$35.5M	Buy	708,100 +26,903	+4%	+$1.35M	0.04%	372
2016 Q2	$34.2M	Buy	681,197 +254,509	+60%	+$12.7M	0.04%	378
2016 Q1	$21.4M	Sell	426,688 -393,581	-48%	-$19.7M	0.03%	538
2015 Q4	$41M	Buy	820,269 +334,518	+69%	+$16.7M	0.05%	323
2015 Q3	$24.3M	Buy	485,751 +41,286	+9%	+$2.07M	0.03%	449
2015 Q2	$22.3M	Buy	444,465 +204,276	+85%	+$10.2M	0.03%	532
2015 Q1	$12M	Buy	240,189 +63,019	+36%	+$3.16M	0.02%	840
2014 Q4	$8.86M	Buy	+177,170	New	+$8.88M	0.01%	1019

Other funds holding NEAR

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

BlackRock Investment Management's NEAR Position: Q4 2016 in Review

BlackRock Investment Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 53% in Q4 2016, buying an estimated $18.8M and bringing the position to 1,082,877 shares worth $54.3M. The position accounts for 0.06% of the portfolio, ranked #291.

BlackRock Investment Management first reported a position in NEAR in Q4 2014 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold NEAR as of Q4 2016.

BlackRock Investment Management held 1,082,877 shares of iShares Short Maturity Bond ETF worth $54.3M as of Q4 2016.
BlackRock Investment Management bought 374,777 iShares Short Maturity Bond ETF shares in Q4 2016, an estimated $18.8M.
iShares Short Maturity Bond ETF made up 0.06% of BlackRock Investment Management's portfolio in Q4 2016, its #291 holding.
BlackRock Investment Management first reported a position in iShares Short Maturity Bond ETF in Q4 2014 and has held it in 9 quarters since.
102 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2016.

Based on BlackRock Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.