Capital One National Association’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Capital One National Association’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
2019 Q4	$696K	Buy	+13,861	New	+$697K	0.09%	183

Other funds holding NEAR

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return

Capital One National Association's NEAR Position: Q4 2019 in Review

Capital One National Association opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q4 2019: 13,861 shares worth $696K. The stake represents 0.09% of the portfolio and ranks #183 among its holdings.

392 funds tracked by Wall St. Rank hold NEAR as of Q4 2019.

Capital One National Association held 13,861 shares of iShares Short Maturity Bond ETF worth $696K as of Q4 2019.
iShares Short Maturity Bond ETF was a new Capital One National Association position in Q4 2019.
iShares Short Maturity Bond ETF made up 0.09% of Capital One National Association's portfolio in Q4 2019, its #183 holding.
392 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.