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Regal Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Regal Investment 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
2020
Q3 		– Sell
-4,998
Closed -$250K – 174
2020
Q2 		$250K Buy
+4,998
New +$247K 0.05% 267
2015
Q4 		– Sell
-35
Closed -$1K – 662
2015
Q3 		$1K Buy
+35
New +$1.75K ﹤0.01% 988

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Regal Investment Advisors's NEAR Position: Q3 2020 in Review

Regal Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2020, closing a stake of 4,998 shares — an estimated $250K sold.

Regal Investment Advisors first reported a position in NEAR in Q3 2015 and held it in 2 quarters. The position peaked at $250K in Q2 2020. 361 funds tracked by Wall St. Rank hold NEAR as of Q3 2020.

  • Regal Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 4,998 iShares Short Maturity Bond ETF shares in Q3 2020, an estimated $250K.
  • Regal Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2015 and held it in 2 quarters.
  • Regal Investment Advisors's iShares Short Maturity Bond ETF position peaked at $250K in Q2 2020.
  • 361 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2020.

Based on Regal Investment Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.