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Hugh Johnson Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Hugh Johnson 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
2019
Q2 		$1.43M Sell
28,350
-770
-3% -$38.7K 0.45% 51
2019
Q1 		$1.46M Sell
29,120
-3,400
-10% -$170K 0.45% 52
2018
Q4 		$1.62M Sell
32,520
-3,246
-9% -$162K 0.6% 43
2018
Q3 		$1.79M Sell
35,766
-2,595
-7% -$130K 0.5% 49
2018
Q2 		$1.93M Sell
38,361
-7,233
-16% -$363K 0.56% 45
2018
Q1 		$2.29M Sell
45,594
-70
-0.2% -$3.51K 0.68% 44
2017
Q4 		$2.29M Sell
45,664
-34,440
-43% -$1.73M 0.67% 44
2017
Q3 		$4.03M Sell
80,104
-14,065
-15% -$707K 1.21% 33
2017
Q2 		$4.73M Buy
94,169
+10,493
+13% +$527K 1.51% 24
2017
Q1 		$4.21M Buy
83,676
+35,276
+73% +$1.77M 1.37% 30
2016
Q4 		$2.43M Buy
48,400
+18,976
+64% +$952K 0.84% 43
2016
Q3 		$1.48M Buy
+29,424
New +$1.48M 0.55% 56
2014
Q4 		– Sell
-7,710
Closed -$387K – 94
2014
Q3 		$387K Buy
7,710
+300
+4% +$15.1K 0.14% 67
2014
Q2 		$373K Hold
7,410
– – 0.14% 66
2014
Q1 		$372K Sell
7,410
-800
-10% -$40.2K 0.14% 63
2013
Q4 		$412K Buy
+8,210
New +$411K 0.16% 59

Other funds holding NEAR

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Hugh Johnson Advisors's NEAR Position: Q2 2019 in Review

Hugh Johnson Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2.6% in Q2 2019, selling an estimated $38.7K and leaving 28,350 shares worth $1.43M. The position accounts for 0.45% of the portfolio, ranked #51.

Hugh Johnson Advisors first reported a position in NEAR in Q4 2013 and has held it in 16 quarters since. The position peaked at $4.73M in Q2 2017. 315 funds tracked by Wall St. Rank hold NEAR as of Q2 2019.

  • Hugh Johnson Advisors held 28,350 shares of iShares Short Maturity Bond ETF worth $1.43M as of Q2 2019.
  • Hugh Johnson Advisors sold 770 iShares Short Maturity Bond ETF shares in Q2 2019, an estimated $38.7K.
  • iShares Short Maturity Bond ETF made up 0.45% of Hugh Johnson Advisors's portfolio in Q2 2019, its #51 holding.
  • Hugh Johnson Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2013 and has held it in 16 quarters since.
  • Hugh Johnson Advisors's iShares Short Maturity Bond ETF position peaked at $4.73M in Q2 2017.
  • 315 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2019.

Based on Hugh Johnson Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.