RW
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REDW Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

REDW Wealth’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
2017
Q2 		– Sell
-10,954
Closed -$550K – 75
2017
Q1 		$550K Buy
+10,954
New +$550K 0.56% 25

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

REDW Wealth's NEAR Position: Q2 2017 in Review

REDW Wealth sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2017, closing a stake of 10,954 shares — an estimated $550K sold.

REDW Wealth first reported a position in NEAR in Q1 2017 and held it in 1 quarter. The position peaked at $550K in Q1 2017. 131 funds tracked by Wall St. Rank hold NEAR as of Q2 2017.

  • REDW Wealth reported no remaining iShares Short Maturity Bond ETF position as of Q2 2017 after selling out during the quarter.
  • REDW Wealth sold 10,954 iShares Short Maturity Bond ETF shares in Q2 2017, an estimated $550K.
  • REDW Wealth first reported a position in iShares Short Maturity Bond ETF in Q1 2017 and held it in 1 quarter.
  • REDW Wealth's iShares Short Maturity Bond ETF position peaked at $550K in Q1 2017.
  • 131 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2017.

Based on REDW Wealth's 13F filing for Q2 2017, filed 31 Jul 2017.