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Leonetti & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Leonetti & Associates’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
2018
Q4 		$4.7M Buy
+94,260
New +$4.71M 1.73% 14

Other funds holding NEAR

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Leonetti & Associates's NEAR Position: Q4 2018 in Review

Leonetti & Associates opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q4 2018: 94,260 shares worth $4.7M. The stake represents 1.73% of the portfolio and ranks #14 among its holdings.

284 funds tracked by Wall St. Rank hold NEAR as of Q4 2018.

  • Leonetti & Associates held 94,260 shares of iShares Short Maturity Bond ETF worth $4.7M as of Q4 2018.
  • iShares Short Maturity Bond ETF was a new Leonetti & Associates position in Q4 2018.
  • iShares Short Maturity Bond ETF made up 1.73% of Leonetti & Associates's portfolio in Q4 2018, its #14 holding.
  • 284 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.