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Institute for Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-14,979
Closed -$753K – 577
2019
Q4 		$753K Hold
14,979
– – 0.17% 175
2019
Q3 		$754K Hold
14,979
– – 0.19% 155
2019
Q2 		$754K Buy
14,979
+4,973
+50% +$250K 0.17% 183
2019
Q1 		$503K Buy
+10,006
New +$501K 0.11% 240

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Institute for Wealth Management's NEAR Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 14,979 shares — an estimated $753K sold.

Institute for Wealth Management first reported a position in NEAR in Q1 2019 and held it in 4 quarters. The position peaked at $754K in Q3 2019. 379 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 14,979 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $753K.
  • Institute for Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 4 quarters.
  • Institute for Wealth Management's iShares Short Maturity Bond ETF position peaked at $754K in Q3 2019.
  • 379 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.