IPG Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

IPG Investment 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
2020 Q1	–	Sell	-4,239	Closed	-$213K	–	137
2019 Q4	$213K	Sell	4,239 -1,095	-21%	-$55.1K	0.07%	120
2019 Q3	$269K	Sell	5,334 -4,296	-45%	-$216K	0.09%	96
2019 Q2	$485K	Sell	9,630 -2,000	-17%	-$100K	0.18%	75
2019 Q1	$584K	Hold	11,630	–	–	0.2%	73
2018 Q4	$580K	Buy	11,630 +2,690	+30%	+$135K	0.22%	61
2018 Q3	$449K	Buy	8,940 +3,090	+53%	+$155K	0.14%	92
2018 Q2	$293K	Buy	+5,850	New	+$293K	0.1%	115

Other funds holding NEAR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IPG Investment Advisors's NEAR Position: Q1 2020 in Review

IPG Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 4,239 shares — an estimated $213K sold.

IPG Investment Advisors first reported a position in NEAR in Q2 2018 and held it in 7 quarters. The position peaked at $584K in Q1 2019. 379 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

IPG Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
IPG Investment Advisors sold 4,239 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $213K.
IPG Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and held it in 7 quarters.
IPG Investment Advisors's iShares Short Maturity Bond ETF position peaked at $584K in Q1 2019.
379 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on IPG Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.