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

Peak 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	-19,998	Closed	-$1M	–	127
2019 Q4	$1M	Buy	19,998 +11,309	+130%	+$569K	0.3%	54
2019 Q3	$437K	Buy	8,689 +1,268	+17%	+$63.8K	0.14%	78
2019 Q2	$373K	Sell	7,421 -4,075	-35%	-$205K	0.12%	89
2019 Q1	$578K	Buy	11,496 +3,877	+51%	+$194K	0.2%	71
2018 Q4	$380K	Buy	7,619 +850	+13%	+$42.5K	0.14%	86
2018 Q3	$340K	Buy	+6,769	New	+$339K	0.11%	92
2015 Q2	–	Sell	-4,990	Closed	-$250K	–	126
2015 Q1	$250K	Buy	+4,990	New	+$250K	0.12%	101

Other funds holding NEAR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Peak Asset Management's NEAR Position: Q1 2020 in Review

Peak Asset Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 19,998 shares — an estimated $1M sold.

Peak Asset Management first reported a position in NEAR in Q1 2015 and held it in 7 quarters. The position peaked at $1M in Q4 2019. 378 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

Peak Asset Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
Peak Asset Management sold 19,998 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $1M.
Peak Asset Management first reported a position in iShares Short Maturity Bond ETF in Q1 2015 and held it in 7 quarters.
Peak Asset Management's iShares Short Maturity Bond ETF position peaked at $1M in Q4 2019.
378 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

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