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

Leonard Rickey 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
2021 Q1	–	Sell	-12,087	Closed	-$606K	–	69
2020 Q4	$606K	Hold	12,087	–	–	0.28%	35
2020 Q3	$606K	Buy	12,087 +27	+0.2%	+$1.35K	0.38%	31
2020 Q2	$603K	Buy	12,060 +60	+0.5%	+$2.97K	0.39%	30
2020 Q1	$582K	Buy	+12,000	New	+$598K	0.45%	28

Other funds holding NEAR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leonard Rickey Investment Advisors's NEAR Position: Q1 2021 in Review

Leonard Rickey Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 12,087 shares — an estimated $606K sold.

Leonard Rickey Investment Advisors first reported a position in NEAR in Q1 2020 and held it in 4 quarters. The position peaked at $606K in Q4 2020. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

Leonard Rickey Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 12,087 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $606K.
Leonard Rickey Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 4 quarters.
Leonard Rickey Investment Advisors's iShares Short Maturity Bond ETF position peaked at $606K in Q4 2020.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2021, filed 6 May 2021.