Ellevest Inc’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-110	Closed	-$5K	–	1260
2020 Q1	$5K	Buy	+110	New	+$5.48K	﹤0.01%	647

Other funds holding NEAR

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Ellevest Inc's NEAR Position: Q2 2020 in Review

Ellevest Inc sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2020, closing a stake of 110 shares — an estimated $5K sold.

Ellevest Inc first reported a position in NEAR in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

Ellevest Inc reported no remaining iShares Short Maturity Bond ETF position as of Q2 2020 after selling out during the quarter.
Ellevest Inc sold 110 iShares Short Maturity Bond ETF shares in Q2 2020, an estimated $5K.
Ellevest Inc first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 1 quarter.
Ellevest Inc's iShares Short Maturity Bond ETF position peaked at $5K in Q1 2020.
371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.