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

Mascoma Wealth Management’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
Q1 		– Sell
-1,994
Closed -$99K – 408
2018
Q4 		$99K Hold
1,994
– – 0.08% 103
2018
Q3 		$100K Buy
+1,994
New +$100K 0.07% 124
2017
Q4 		– Sell
-86,995
Closed -$4.38M – 399
2017
Q3 		$4.38M Buy
+86,995
New +$4.37M 2.92% 11

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return

Mascoma Wealth Management's NEAR Position: Q1 2019 in Review

Mascoma Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2019, closing a stake of 1,994 shares — an estimated $99K sold.

Mascoma Wealth Management first reported a position in NEAR in Q3 2017 and held it in 3 quarters. The position peaked at $4.38M in Q3 2017. 309 funds tracked by Wall St. Rank hold NEAR as of Q1 2019.

  • Mascoma Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,994 iShares Short Maturity Bond ETF shares in Q1 2019, an estimated $99K.
  • Mascoma Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2017 and held it in 3 quarters.
  • Mascoma Wealth Management's iShares Short Maturity Bond ETF position peaked at $4.38M in Q3 2017.
  • 309 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2019.

Based on Mascoma Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.