Braun-Bostich & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Braun-Bostich & Associates’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	-2,126	Closed	-$107K	–	322
2019 Q4	$107K	Buy	+2,126	New	+$107K	0.11%	109
2019 Q3	–	Sell	-1,969	Closed	-$99K	–	223
2019 Q2	$99K	Sell	1,969 -4,064	-67%	-$204K	0.1%	139
2019 Q1	$303K	Sell	6,033 -57,204	-90%	-$2.86M	0.32%	79
2018 Q4	$3.15M	Sell	63,237 -2,314	-4%	-$116K	3.34%	3
2018 Q3	$3.29M	Buy	65,551 +55,026	+523%	+$2.76M	3.17%	3
2018 Q2	$528K	Buy	10,525 +8,151	+343%	+$409K	0.53%	70
2018 Q1	$119K	Buy	2,374 +1,556	+190%	+$78K	0.1%	121
2017 Q4	$41K	Buy	+818	New	+$41.1K	0.03%	192

Other funds holding NEAR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Braun-Bostich & Associates's NEAR Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 2,126 shares — an estimated $107K sold.

Braun-Bostich & Associates first reported a position in NEAR in Q4 2017 and held it in 8 quarters. The position peaked at $3.29M in Q3 2018. 379 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

Braun-Bostich & Associates reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 2,126 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $107K.
Braun-Bostich & Associates first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 8 quarters.
Braun-Bostich & Associates's iShares Short Maturity Bond ETF position peaked at $3.29M in Q3 2018.
379 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.