Mountain Capital Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Mountain Capital Investment Advisors’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
2021 Q1	–	Sell	-6,192	Closed	-$311K	–	150
2020 Q4	$311K	Sell	6,192 -5,695	-48%	-$286K	0.19%	119
2020 Q3	$596K	Sell	11,887 -252,246	-95%	-$12.6M	0.38%	75
2020 Q2	$13.2M	Buy	264,133 +15,809	+6%	+$782K	6.05%	4
2020 Q1	$12.2M	Buy	248,324 +58,552	+31%	+$2.92M	6.29%	5
2019 Q4	$9.54M	Buy	+189,772	New	+$9.54M	4.24%	8

Other funds holding NEAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mountain Capital Investment Advisors's NEAR Position: Q1 2021 in Review

Mountain Capital Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 6,192 shares — an estimated $311K sold.

Mountain Capital Investment Advisors first reported a position in NEAR in Q4 2019 and held it in 5 quarters. The position peaked at $13.2M in Q2 2020. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

Mountain Capital Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
Mountain Capital Investment Advisors sold 6,192 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $311K.
Mountain Capital Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 5 quarters.
Mountain Capital Investment Advisors's iShares Short Maturity Bond ETF position peaked at $13.2M in Q2 2020.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.