MassMutual Private Wealth & Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	–	Sell	-71	Closed	-$4K	–	793
2020 Q2	$4K	Buy	+71	New	+$3.51K	﹤0.01%	625
2020 Q1	–	Sell	-964	Closed	-$48K	–	756
2019 Q4	$48K	Buy	+964	New	+$48.5K	﹤0.01%	434
2018 Q3	–	Sell	-100	Closed	-$5.01K	–	1069
2018 Q2	$5.02K	Hold	100	–	–	﹤0.01%	723
2018 Q1	$5.02K	Buy	+100	New	+$5.02K	﹤0.01%	707

Other funds holding NEAR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MassMutual Private Wealth & Trust's NEAR Position: Q3 2020 in Review

MassMutual Private Wealth & Trust sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2020, closing a stake of 71 shares — an estimated $4K sold.

MassMutual Private Wealth & Trust first reported a position in NEAR in Q1 2018 and held it in 4 quarters. The position peaked at $48K in Q4 2019. 361 funds tracked by Wall St. Rank hold NEAR as of Q3 2020.

MassMutual Private Wealth & Trust reported no remaining iShares Short Maturity Bond ETF position as of Q3 2020 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 71 iShares Short Maturity Bond ETF shares in Q3 2020, an estimated $4K.
MassMutual Private Wealth & Trust first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 4 quarters.
MassMutual Private Wealth & Trust's iShares Short Maturity Bond ETF position peaked at $48K in Q4 2019.
361 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2020, filed 13 Nov 2020.