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FormulaFolio Investments’s iShares Short Maturity Bond ETF NEAR Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-79,323
Closed -$3.98M – 681
2020
Q4 		$3.98M Buy
+79,323
New +$3.98M 0.08% 176

Other funds holding NEAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FormulaFolio Investments's NEAR Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 79,323 shares — an estimated $3.98M sold.

FormulaFolio Investments first reported a position in NEAR in Q4 2020 and held it in 1 quarter. The position peaked at $3.98M in Q4 2020. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 79,323 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $3.98M.
  • FormulaFolio Investments first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares Short Maturity Bond ETF position peaked at $3.98M in Q4 2020.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.