Mid Atlantic Financial Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Mid Atlantic Financial 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
2020 Q3	–	Sell	-12,665	Closed	-$633K	–	784
2020 Q2	$633K	Sell	12,665 -132,574	-91%	-$6.55M	0.06%	277
2020 Q1	$7.04M	Sell	145,239 -113,733	-44%	-$5.67M	0.81%	19
2019 Q4	$13M	Sell	258,972 -172,409	-40%	-$8.67M	1.22%	12
2019 Q3	$21.7M	Buy	431,381 +5,395	+1%	+$271K	2.32%	5
2019 Q2	$21.4M	Sell	425,986 -236,211	-36%	-$11.9M	2.23%	5
2019 Q1	$33.3M	Buy	662,197 +436,103	+193%	+$21.8M	3.63%	3
2018 Q4	$11.3M	Buy	+226,094	New	+$11.3M	1.4%	7

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 $628M AUM 15.58% 1-Year Est. Return

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

Mid Atlantic Financial Management's NEAR Position: Q3 2020 in Review

Mid Atlantic Financial Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2020, closing a stake of 12,665 shares — an estimated $633K sold.

Mid Atlantic Financial Management first reported a position in NEAR in Q4 2018 and held it in 7 quarters. The position peaked at $33.3M in Q1 2019. 361 funds tracked by Wall St. Rank hold NEAR as of Q3 2020.

Mid Atlantic Financial Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2020 after selling out during the quarter.
Mid Atlantic Financial Management sold 12,665 iShares Short Maturity Bond ETF shares in Q3 2020, an estimated $633K.
Mid Atlantic Financial Management first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 7 quarters.
Mid Atlantic Financial Management's iShares Short Maturity Bond ETF position peaked at $33.3M in Q1 2019.
361 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.