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Cascadia Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Cascadia Advisory Services’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
Q3 		$225K Sell
4,499
-455
-9% -$22.8K 0.06% 198
2020
Q2 		$248K Buy
+4,954
New +$245K 0.08% 154
2019
Q4 		$544K Buy
+10,833
New +$545K 0.15% 133

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cascadia Advisory Services's NEAR Position: Q3 2020 in Review

Cascadia Advisory Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 9.2% in Q3 2020, selling an estimated $22.8K and leaving 4,499 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #198.

Cascadia Advisory Services first reported a position in NEAR in Q4 2019 and has held it in 3 quarters since. The position peaked at $544K in Q4 2019. 361 funds tracked by Wall St. Rank hold NEAR as of Q3 2020.

  • Cascadia Advisory Services held 4,499 shares of iShares Short Maturity Bond ETF worth $225K as of Q3 2020.
  • Cascadia Advisory Services sold 455 iShares Short Maturity Bond ETF shares in Q3 2020, an estimated $22.8K.
  • iShares Short Maturity Bond ETF made up 0.06% of Cascadia Advisory Services's portfolio in Q3 2020, its #198 holding.
  • Cascadia Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • Cascadia Advisory Services's iShares Short Maturity Bond ETF position peaked at $544K in Q4 2019.
  • 361 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.