Financial Engines Advisors
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Financial Engines Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Financial Engines Advisors’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
-129
Closed -$6K – 159
2018
Q3 		$6K Buy
+129
New +$6.47K ﹤0.01% 110

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Financial Engines Advisors's NEAR Position: Q4 2018 in Review

Financial Engines Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2018, closing a stake of 129 shares — an estimated $6K sold.

Financial Engines Advisors first reported a position in NEAR in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 284 funds tracked by Wall St. Rank hold NEAR as of Q4 2018.

  • Financial Engines Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 129 iShares Short Maturity Bond ETF shares in Q4 2018, an estimated $6K.
  • Financial Engines Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and held it in 1 quarter.
  • Financial Engines Advisors's iShares Short Maturity Bond ETF position peaked at $6K in Q3 2018.
  • 284 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2018.

Based on Financial Engines Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.