Moloney Securities Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Moloney Securities Asset 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 Q1	–	Sell	-6,404	Closed	-$322K	–	328
2019 Q4	$322K	Sell	6,404 -321	-5%	-$16.1K	0.1%	243
2019 Q3	$339K	Sell	6,725 -782	-10%	-$39.3K	0.11%	216
2019 Q2	$378K	Sell	7,507 -1,109	-13%	-$55.7K	0.13%	194
2019 Q1	$433K	Sell	8,616 -213	-2%	-$10.7K	0.15%	175
2018 Q4	$440K	Sell	8,829 -458	-5%	-$22.9K	0.18%	154
2018 Q3	$466K	Sell	9,287 -3,016	-25%	-$151K	0.16%	160
2018 Q2	$617K	Buy	12,303 +2,105	+21%	+$106K	0.23%	127
2018 Q1	$512K	Buy	+10,198	New	+$512K	0.21%	141

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

Moloney Securities Asset Management's NEAR Position: Q1 2020 in Review

Moloney Securities Asset Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 6,404 shares — an estimated $322K sold.

Moloney Securities Asset Management first reported a position in NEAR in Q1 2018 and held it in 8 quarters. The position peaked at $617K in Q2 2018. 379 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

Moloney Securities Asset Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
Moloney Securities Asset Management sold 6,404 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $322K.
Moloney Securities Asset Management first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 8 quarters.
Moloney Securities Asset Management's iShares Short Maturity Bond ETF position peaked at $617K in Q2 2018.
379 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on Moloney Securities Asset Management's 13F filing for Q1 2020, filed 8 May 2020.