PWAG
NEAR icon

Polaris Wealth Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-167
Closed -$8K – 333
2018
Q3 		$8K Buy
167
+148
+779% +$7.42K ﹤0.01% 418
2018
Q2 		$1K Hold
19
– – ﹤0.01% 243
2018
Q1 		$1K Buy
+19
New +$953 ﹤0.01% 450
2017
Q3 		– Sell
-12,672
Closed -$637K – 153
2017
Q2 		$637K Buy
+12,672
New +$636K 0.07% 84

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Polaris Wealth Advisory Group's NEAR Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2018, closing a stake of 167 shares — an estimated $8K sold.

Polaris Wealth Advisory Group first reported a position in NEAR in Q2 2017 and held it in 4 quarters. The position peaked at $637K in Q2 2017. 284 funds tracked by Wall St. Rank hold NEAR as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 167 iShares Short Maturity Bond ETF shares in Q4 2018, an estimated $8K.
  • Polaris Wealth Advisory Group first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's iShares Short Maturity Bond ETF position peaked at $637K in Q2 2017.
  • 284 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.