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Madrona Funds’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Madrona Funds’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
Q3 		$448K Buy
+8,900
New +$448K 0.33% 36

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Madrona Funds's NEAR Position: Q3 2019 in Review

Madrona Funds opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q3 2019: 8,900 shares worth $448K. The stake represents 0.33% of the portfolio and ranks #36 among its holdings.

336 funds tracked by Wall St. Rank hold NEAR as of Q3 2019.

  • Madrona Funds held 8,900 shares of iShares Short Maturity Bond ETF worth $448K as of Q3 2019.
  • iShares Short Maturity Bond ETF was a new Madrona Funds position in Q3 2019.
  • iShares Short Maturity Bond ETF made up 0.33% of Madrona Funds's portfolio in Q3 2019, its #36 holding.
  • 336 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2019.

Based on Madrona Funds's 13F filing for Q3 2019, filed 5 Nov 2019.