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

Jackson 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	-28,450	Closed	-$1.43M	–	141
2019 Q4	$1.43M	Buy	28,450 +1,610	+6%	+$81K	0.24%	96
2019 Q3	$1.35M	Sell	26,840 -33,657	-56%	-$1.69M	0.28%	85
2019 Q2	$3.04M	Sell	60,497 -6,926	-10%	-$348K	0.66%	38
2019 Q1	$3.39M	Sell	67,423 -12,214	-15%	-$612K	0.83%	34
2018 Q4	$3.97M	Buy	79,637 +4,784	+6%	+$239K	1.19%	25
2018 Q3	$3.76M	Sell	74,853 -857	-1%	-$43K	0.79%	32
2018 Q2	$3.8M	Buy	+75,710	New	+$3.8M	0.88%	31

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

Jackson Wealth Management's NEAR Position: Q1 2020 in Review

Jackson Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 28,450 shares — an estimated $1.43M sold.

Jackson Wealth Management first reported a position in NEAR in Q2 2018 and held it in 7 quarters. The position peaked at $3.97M in Q4 2018. 379 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

Jackson Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
Jackson Wealth Management sold 28,450 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $1.43M.
Jackson Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and held it in 7 quarters.
Jackson Wealth Management's iShares Short Maturity Bond ETF position peaked at $3.97M in Q4 2018.
379 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.