Marcum Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Marcum Wealth’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 Q1	–	Sell	-5,924	Closed	-$298K	–	101
2019 Q4	$298K	Buy	+5,924	New	+$298K	0.11%	78

Other funds holding NEAR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Marcum Wealth's NEAR Position: Q1 2020 in Review

Marcum Wealth sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 5,924 shares — an estimated $298K sold.

Marcum Wealth first reported a position in NEAR in Q4 2019 and held it in 1 quarter. The position peaked at $298K in Q4 2019. 379 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

Marcum Wealth reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
Marcum Wealth sold 5,924 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $298K.
Marcum Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 1 quarter.
Marcum Wealth's iShares Short Maturity Bond ETF position peaked at $298K in Q4 2019.
379 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on Marcum Wealth's 13F filing for Q1 2020, filed 14 May 2020.