Dynasty Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Dynasty Wealth Management’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 Q4	–	Sell	-5,400	Closed	-$271K	–	69
2018 Q3	$271K	Sell	5,400 -700	-11%	-$35.1K	0.35%	82
2018 Q2	$306K	Sell	6,100 -1,050	-15%	-$52.6K	0.63%	46
2018 Q1	$359K	Sell	7,150 -1,158	-14%	-$58.1K	0.15%	32
2017 Q4	$416K	Buy	+8,308	New	+$417K	0.72%	40

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

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Dynasty Wealth Management's NEAR Position: Q4 2018 in Review

Dynasty Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2018, closing a stake of 5,400 shares — an estimated $271K sold.

Dynasty Wealth Management first reported a position in NEAR in Q4 2017 and held it in 4 quarters. The position peaked at $416K in Q4 2017. 284 funds tracked by Wall St. Rank hold NEAR as of Q4 2018.

Dynasty Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 5,400 iShares Short Maturity Bond ETF shares in Q4 2018, an estimated $271K.
Dynasty Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 4 quarters.
Dynasty Wealth Management's iShares Short Maturity Bond ETF position peaked at $416K in Q4 2017.
284 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.