Ken Fisher’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ken Fisher’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	-4,976	Closed	-$250K	–	827
2019 Q4	$250K	Buy	+4,976	New	+$250K	﹤0.01%	754

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

Ken Fisher's NEAR Position: Q1 2020 in Review

Ken Fisher sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 4,976 shares — an estimated $250K sold.

Ken Fisher first reported a position in NEAR in Q4 2019 and held it in 1 quarter. The position peaked at $250K in Q4 2019. 379 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

Ken Fisher reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
Ken Fisher sold 4,976 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $250K.
Ken Fisher first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 1 quarter.
Ken Fisher's iShares Short Maturity Bond ETF position peaked at $250K in Q4 2019.
379 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on Fisher Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.