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MUFG Americas’s iShares Short Maturity Bond ETF NEAR Stock Holding History

MUFG Americas’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
-1,050
Closed -$721K – 678
2020
Q2 		$721K Buy
+1,050
New +$51.9K 0.02% 282
2017
Q1 		– Sell
-90
Closed -$5K – 1167
2016
Q4 		$5K Buy
+90
New +$4.51K ﹤0.01% 929

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MUFG Americas's NEAR Position: Q3 2020 in Review

MUFG Americas sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2020, closing a stake of 1,050 shares — an estimated $721K sold.

MUFG Americas first reported a position in NEAR in Q4 2016 and held it in 2 quarters. The position peaked at $721K in Q2 2020. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2020.

  • MUFG Americas reported no remaining iShares Short Maturity Bond ETF position as of Q3 2020 after selling out during the quarter.
  • MUFG Americas sold 1,050 iShares Short Maturity Bond ETF shares in Q3 2020, an estimated $721K.
  • MUFG Americas first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and held it in 2 quarters.
  • MUFG Americas's iShares Short Maturity Bond ETF position peaked at $721K in Q2 2020.
  • 360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2020.

Based on MUFG Americas's 13F filing for Q3 2020, filed 3 Nov 2020.