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Dubuque Bank & Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Dubuque Bank & Trust’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
Q2 		– Sell
-214
Closed -$11K – 454
2019
Q1 		$11K Buy
+214
New +$10.7K ﹤0.01% 454

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Dubuque Bank & Trust's NEAR Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2019, closing a stake of 214 shares — an estimated $11K sold.

Dubuque Bank & Trust first reported a position in NEAR in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 315 funds tracked by Wall St. Rank hold NEAR as of Q2 2019.

  • Dubuque Bank & Trust reported no remaining iShares Short Maturity Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Dubuque Bank & Trust sold 214 iShares Short Maturity Bond ETF shares in Q2 2019, an estimated $11K.
  • Dubuque Bank & Trust first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 1 quarter.
  • Dubuque Bank & Trust's iShares Short Maturity Bond ETF position peaked at $11K in Q1 2019.
  • 315 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.