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Premia Global Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Premia Global 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
2019
Q2 		– Sell
-2,555
Closed -$128K – 264
2019
Q1 		$128K Buy
+2,555
New +$128K 0.13% 150
2018
Q3 		– Sell
-1,118
Closed -$55K – 115
2018
Q2 		$55K Sell
1,118
-1,499
-57% -$75.2K 0.07% 86
2018
Q1 		$130K Sell
2,617
-2,579
-50% -$129K 0.11% 162
2017
Q4 		$255K Buy
+5,196
New +$261K 0.25% 88

Other funds holding NEAR

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Premia Global Advisors's NEAR Position: Q2 2019 in Review

Premia Global Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2019, closing a stake of 2,555 shares — an estimated $128K sold.

Premia Global Advisors first reported a position in NEAR in Q4 2017 and held it in 4 quarters. The position peaked at $255K in Q4 2017. 315 funds tracked by Wall St. Rank hold NEAR as of Q2 2019.

  • Premia Global Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Premia Global Advisors sold 2,555 iShares Short Maturity Bond ETF shares in Q2 2019, an estimated $128K.
  • Premia Global Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 4 quarters.
  • Premia Global Advisors's iShares Short Maturity Bond ETF position peaked at $255K in Q4 2017.
  • 315 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2019.

Based on Premia Global Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.