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Financial Architects (New Jersey)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Financial Architects (New Jersey)’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
2017
Q3 		– Sell
-325
Closed -$16K – 1555
2017
Q2 		$16K Sell
325
-520
-62% -$26.1K ﹤0.01% 1022
2017
Q1 		$42K Hold
845
– – 0.01% 716
2016
Q4 		$42K Buy
+845
New +$42.4K 0.01% 610

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Financial Architects (New Jersey)'s NEAR Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2017, closing a stake of 325 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in NEAR in Q4 2016 and held it in 3 quarters. The position peaked at $42K in Q1 2017. 137 funds tracked by Wall St. Rank hold NEAR as of Q3 2017.

  • Financial Architects (New Jersey) reported no remaining iShares Short Maturity Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 325 iShares Short Maturity Bond ETF shares in Q3 2017, an estimated $16K.
  • Financial Architects (New Jersey) first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s iShares Short Maturity Bond ETF position peaked at $42K in Q1 2017.
  • 137 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.