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NWAM LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

NWAM LLC’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
-5,576
Closed -$280K – 520
2020
Q4 		$280K Buy
+5,576
New +$280K 0.03% 362
2020
Q3 		– Sell
-19,860
Closed -$993K – 363
2020
Q2 		$993K Buy
+19,860
New +$982K 0.14% 148

Other funds holding NEAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWAM LLC's NEAR Position: Q1 2021 in Review

NWAM LLC sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 5,576 shares — an estimated $280K sold.

NWAM LLC first reported a position in NEAR in Q2 2020 and held it in 2 quarters. The position peaked at $993K in Q2 2020. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

  • NWAM LLC reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
  • NWAM LLC sold 5,576 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $280K.
  • NWAM LLC first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and held it in 2 quarters.
  • NWAM LLC's iShares Short Maturity Bond ETF position peaked at $993K in Q2 2020.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on NWAM LLC's 13F filing for Q1 2021, filed 23 Apr 2021.