Good Life Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Good Life 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
2021 Q2	–	Sell	-8,596	Closed	-$432K	–	336
2021 Q1	$432K	Buy	8,596 +2,277	+36%	+$114K	0.09%	175
2020 Q4	$318K	Sell	6,319 -1,065	-14%	-$53.4K	0.07%	182
2020 Q3	$371K	Buy	7,384 +850	+13%	+$42.6K	0.1%	155
2020 Q2	$329K	Sell	6,534 -2,286	-26%	-$113K	0.1%	156
2020 Q1	$426K	Buy	8,820 +1,804	+26%	+$89.9K	0.15%	113
2019 Q4	$354K	Sell	7,016 -105	-1%	-$5.28K	0.1%	167
2019 Q3	$360K	Buy	7,121 +361	+5%	+$18.2K	0.11%	147
2019 Q2	$342K	Buy	6,760 +1,049	+18%	+$52.7K	0.1%	152
2019 Q1	$286K	Buy	+5,711	New	+$286K	0.09%	174

Other funds holding NEAR

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Good Life Advisors's NEAR Position: Q2 2021 in Review

Good Life Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2021, closing a stake of 8,596 shares — an estimated $432K sold.

Good Life Advisors first reported a position in NEAR in Q1 2019 and held it in 9 quarters. The position peaked at $432K in Q1 2021. 366 funds tracked by Wall St. Rank hold NEAR as of Q2 2021.

Good Life Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2021 after selling out during the quarter.
Good Life Advisors sold 8,596 iShares Short Maturity Bond ETF shares in Q2 2021, an estimated $432K.
Good Life Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 9 quarters.
Good Life Advisors's iShares Short Maturity Bond ETF position peaked at $432K in Q1 2021.
366 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2021.

Based on Good Life Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.