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Managed Account Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Managed Account 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
2015
Q2 		$5.87M Buy
117,157
+109,155
+1,364% +$5.47M ﹤0.01% 1351
2015
Q1 		$401K Buy
+8,002
New +$401K ﹤0.01% 2304

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

Managed Account Advisors's NEAR Position: Q2 2015 in Review

Managed Account Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 1,364% in Q2 2015, buying an estimated $5.47M and bringing the position to 117,157 shares worth $5.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Managed Account Advisors first reported a position in NEAR in Q1 2015 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold NEAR as of Q2 2015.

  • Managed Account Advisors held 117,157 shares of iShares Short Maturity Bond ETF worth $5.87M as of Q2 2015.
  • Managed Account Advisors bought 109,155 iShares Short Maturity Bond ETF shares in Q2 2015, an estimated $5.47M.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #1351 holding.
  • Managed Account Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2015 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.