CMBA
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C.M. Bidwell & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

C.M. Bidwell & 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
2018
Q3 		– Sell
-785
Closed -$39K – 435
2018
Q2 		$39K Hold
785
– – 0.04% 261
2018
Q1 		$39K Sell
785
-2,215
-74% -$111K 0.04% 254
2017
Q4 		$150K Buy
+3,000
New +$151K 0.13% 184

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

C.M. Bidwell & Associates's NEAR Position: Q3 2018 in Review

C.M. Bidwell & Associates sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2018, closing a stake of 785 shares — an estimated $39K sold.

C.M. Bidwell & Associates first reported a position in NEAR in Q4 2017 and held it in 3 quarters. The position peaked at $150K in Q4 2017. 221 funds tracked by Wall St. Rank hold NEAR as of Q3 2018.

  • C.M. Bidwell & Associates reported no remaining iShares Short Maturity Bond ETF position as of Q3 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 785 iShares Short Maturity Bond ETF shares in Q3 2018, an estimated $39K.
  • C.M. Bidwell & Associates first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 3 quarters.
  • C.M. Bidwell & Associates's iShares Short Maturity Bond ETF position peaked at $150K in Q4 2017.
  • 221 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.