MWM
NEAR icon

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

MorganRosel 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
2020
Q1 		– Sell
-16,411
Closed -$825K – 76
2019
Q4 		$825K Buy
16,411
+2,625
+19% +$132K 0.63% 28
2019
Q3 		$694K Buy
13,786
+7,675
+126% +$386K 0.57% 42
2019
Q2 		$308K Buy
+6,111
New +$307K 0.25% 56

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MorganRosel Wealth Management's NEAR Position: Q1 2020 in Review

MorganRosel Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 16,411 shares — an estimated $825K sold.

MorganRosel Wealth Management first reported a position in NEAR in Q2 2019 and held it in 3 quarters. The position peaked at $825K in Q4 2019. 379 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

  • MorganRosel Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
  • MorganRosel Wealth Management sold 16,411 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $825K.
  • MorganRosel Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 3 quarters.
  • MorganRosel Wealth Management's iShares Short Maturity Bond ETF position peaked at $825K in Q4 2019.
  • 379 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on MorganRosel Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.