LFA
NEAR icon

Legacy Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-700
Closed -$35K – 624
2019
Q1 		$35K Hold
700
– – 0.01% 337
2018
Q4 		$35K Buy
+700
New +$35K 0.01% 305

Other funds holding NEAR

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Legacy Financial Advisors's NEAR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2019, closing a stake of 700 shares — an estimated $35K sold.

Legacy Financial Advisors first reported a position in NEAR in Q4 2018 and held it in 2 quarters. The position peaked at $35K in Q1 2019. 315 funds tracked by Wall St. Rank hold NEAR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 700 iShares Short Maturity Bond ETF shares in Q2 2019, an estimated $35K.
  • Legacy Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's iShares Short Maturity Bond ETF position peaked at $35K in Q1 2019.
  • 315 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.