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Jackson Grant Investment Advisers’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Jackson Grant Investment Advisers’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
Q2 		– Sell
-6,946
Closed – – 220
2020
Q1 		$0 Sell
6,946
-152,707
-96% -$7.61M ﹤0.01% 221
2019
Q4 		$8.02M Buy
159,653
+11,105
+7% +$558K 4.34% 6
2019
Q3 		$7.48M Buy
148,548
+13,819
+10% +$695K 4.25% 6
2019
Q2 		$6.78M Buy
134,729
+9,130
+7% +$459K 3.95% 7
2019
Q1 		$6.31M Buy
125,599
+65,136
+108% +$3.26M 3.79% 7
2018
Q4 		$3.01M Buy
60,463
+8,864
+17% +$443K 2.12% 10
2018
Q3 		$2.59M Buy
51,599
+20,985
+69% +$1.05M 1.62% 14
2018
Q2 		$1.54M Buy
30,614
+5,538
+22% +$278K 1.06% 20
2018
Q1 		$1.26M Sell
25,076
-7,264
-22% -$364K 0.88% 20
2017
Q4 		$1.62M Sell
32,340
-10,519
-25% -$528K 1.1% 18
2017
Q3 		$2.15M Buy
42,859
+1,344
+3% +$67.5K 1.56% 16
2017
Q2 		$2.09M Buy
+41,515
New +$2.09M 1.62% 13

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return

Jackson Grant Investment Advisers's NEAR Position: Q2 2020 in Review

Jackson Grant Investment Advisers sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2020, closing a stake of 6,946 shares.

Jackson Grant Investment Advisers first reported a position in NEAR in Q2 2017 and held it in 12 quarters. The position peaked at $8.02M in Q4 2019. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

  • Jackson Grant Investment Advisers reported no remaining iShares Short Maturity Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 6,946 iShares Short Maturity Bond ETF shares in Q2 2020.
  • Jackson Grant Investment Advisers first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and held it in 12 quarters.
  • Jackson Grant Investment Advisers's iShares Short Maturity Bond ETF position peaked at $8.02M in Q4 2019.
  • 371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2020, filed 14 Aug 2020.