RDA Financial Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

RDA Financial Network’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 Q2	–	Sell	-32,734	Closed	-$1.64M	–	234
2021 Q1	$1.64M	Hold	32,734	–	–	0.7%	41
2020 Q4	$1.64M	Sell	32,734 -65,723	-67%	-$3.3M	0.74%	40
2020 Q3	$4.93M	Sell	98,457 -526	-0.5%	-$26.3K	2.24%	7
2020 Q2	$4.95M	Buy	98,983 +92,133	+1,345%	+$4.55M	2.47%	7
2020 Q1	$332K	Buy	6,850 +860	+14%	+$42.8K	0.2%	115
2019 Q4	$302K	Buy	5,990 +198	+3%	+$9.96K	0.12%	179
2019 Q3	$291K	Sell	5,792 -1,715	-23%	-$86.2K	0.12%	174
2019 Q2	$377K	Buy	+7,507	New	+$377K	0.17%	140

Other funds holding NEAR

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

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

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

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

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

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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RDA Financial Network's NEAR Position: Q2 2021 in Review

RDA Financial Network sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2021, closing a stake of 32,734 shares — an estimated $1.64M sold.

RDA Financial Network first reported a position in NEAR in Q2 2019 and held it in 8 quarters. The position peaked at $4.95M in Q2 2020. 366 funds tracked by Wall St. Rank hold NEAR as of Q2 2021.

RDA Financial Network reported no remaining iShares Short Maturity Bond ETF position as of Q2 2021 after selling out during the quarter.
RDA Financial Network sold 32,734 iShares Short Maturity Bond ETF shares in Q2 2021, an estimated $1.64M.
RDA Financial Network first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 8 quarters.
RDA Financial Network's iShares Short Maturity Bond ETF position peaked at $4.95M in Q2 2020.
366 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2021.

Based on RDA Financial Network's 13F filing for Q2 2021, filed 13 Jul 2021.