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

MinichMacGregor 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
2016
Q3 		– Sell
-34
Closed -$1K – 475
2016
Q2 		$1K Hold
34
– – ﹤0.01% 405
2016
Q1 		$1K Buy
+34
New +$1.7K ﹤0.01% 390

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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MinichMacGregor Wealth Management's NEAR Position: Q3 2016 in Review

MinichMacGregor Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2016, closing a stake of 34 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in NEAR in Q1 2016 and held it in 2 quarters. The position peaked at $1K in Q2 2016. 89 funds tracked by Wall St. Rank hold NEAR as of Q3 2016.

  • MinichMacGregor Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 34 iShares Short Maturity Bond ETF shares in Q3 2016, an estimated $1K.
  • MinichMacGregor Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2016 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's iShares Short Maturity Bond ETF position peaked at $1K in Q2 2016.
  • 89 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2016, filed 28 Jun 2018.