Lloyd Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Lloyd Advisory Services’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	-24	Closed	-$1K	–	404
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	342
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	308
2020 Q2	$1K	Sell	24 -12,839	-100%	-$635K	﹤0.01%	292
2020 Q1	$624K	Buy	12,863 +226	+2%	+$11.3K	0.46%	18
2019 Q4	$635K	Buy	+12,637	New	+$636K	0.58%	24

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

Lloyd Advisory Services's NEAR Position: Q1 2021 in Review

Lloyd Advisory Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in NEAR in Q4 2019 and held it in 5 quarters. The position peaked at $635K in Q4 2019. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

Lloyd Advisory Services reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
Lloyd Advisory Services sold 24 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $1K.
Lloyd Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 5 quarters.
Lloyd Advisory Services's iShares Short Maturity Bond ETF position peaked at $635K in Q4 2019.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on Lloyd Advisory Services's 13F filing for Q1 2021, filed 4 May 2021.