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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return