IH
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IFC Holdings’s iShares Short Maturity Bond ETF NEAR Stock Holding History

IFC Holdings’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
Q1 		– Sell
-36,909
Closed -$1.85M – 277
2017
Q4 		$1.85M Buy
36,909
+4,292
+13% +$216K 0.13% 116
2017
Q3 		$1.65M Buy
32,617
+10,500
+47% +$528K 0.11% 130
2017
Q2 		$1.12M Buy
22,117
+11,185
+102% +$562K 0.09% 166
2017
Q1 		$560K Buy
+10,932
New +$549K 0.05% 241

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFC Holdings's NEAR Position: Q1 2018 in Review

IFC Holdings sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2018, closing a stake of 36,909 shares — an estimated $1.85M sold.

IFC Holdings first reported a position in NEAR in Q1 2017 and held it in 4 quarters. The position peaked at $1.85M in Q4 2017. 191 funds tracked by Wall St. Rank hold NEAR as of Q1 2018.

  • IFC Holdings reported no remaining iShares Short Maturity Bond ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 36,909 iShares Short Maturity Bond ETF shares in Q1 2018, an estimated $1.85M.
  • IFC Holdings first reported a position in iShares Short Maturity Bond ETF in Q1 2017 and held it in 4 quarters.
  • IFC Holdings's iShares Short Maturity Bond ETF position peaked at $1.85M in Q4 2017.
  • 191 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.