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Lion Street Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Lion Street 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
2020
Q2 		– Sell
-396
Closed -$19K – 270
2020
Q1 		$19K Buy
+396
New +$19.7K 0.1% 102

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Lion Street Advisors's NEAR Position: Q2 2020 in Review

Lion Street Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2020, closing a stake of 396 shares — an estimated $19K sold.

Lion Street Advisors first reported a position in NEAR in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

  • Lion Street Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Lion Street Advisors sold 396 iShares Short Maturity Bond ETF shares in Q2 2020, an estimated $19K.
  • Lion Street Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 1 quarter.
  • Lion Street Advisors's iShares Short Maturity Bond ETF position peaked at $19K in Q1 2020.
  • 371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.