Burt Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Burt Wealth Advisors’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 Q2	–	Sell	-1,600	Closed	-$78K	–	431
2020 Q1	$78K	Hold	1,600	–	–	0.04%	127
2019 Q4	$80K	Hold	1,600	–	–	0.03%	140
2019 Q3	$81K	Hold	1,600	–	–	0.03%	141
2019 Q2	$81K	Hold	1,600	–	–	0.04%	137
2019 Q1	$80K	Hold	1,600	–	–	0.04%	139
2018 Q4	$80K	Hold	1,600	–	–	0.04%	140
2018 Q3	$80K	Hold	1,600	–	–	0.04%	154
2018 Q2	$80K	Hold	1,600	–	–	0.04%	144
2018 Q1	$80K	Hold	1,600	–	–	0.04%	143
2017 Q4	$80K	Hold	1,600	–	–	0.05%	144
2017 Q3	$80K	Hold	1,600	–	–	0.05%	144
2017 Q2	$80K	Sell	1,600 -26,000	-94%	-$1.31M	0.06%	140
2017 Q1	$1.39M	Hold	27,600	–	–	1%	14
2016 Q4	$1.39M	Buy	27,600 +26,000	+1,625%	+$1.3M	1.24%	13
2016 Q3	$80K	Hold	1,600	–	–	0.09%	121
2016 Q2	$80K	Hold	1,600	–	–	0.09%	121
2016 Q1	$80K	Buy	+1,600	New	+$80K	0.07%	128

Other funds holding NEAR

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TTSTC

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

Burt Wealth Advisors's NEAR Position: Q2 2020 in Review

Burt Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2020, closing a stake of 1,600 shares — an estimated $78K sold.

Burt Wealth Advisors first reported a position in NEAR in Q1 2016 and held it in 17 quarters. The position peaked at $1.39M in Q1 2017. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

Burt Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 1,600 iShares Short Maturity Bond ETF shares in Q2 2020, an estimated $78K.
Burt Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2016 and held it in 17 quarters.
Burt Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $1.39M in Q1 2017.
371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.