Rehmann Capital Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Rehmann Capital Advisory Group’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 Q3	$19.1K	Sell	409 -1,145	-74%	-$57.6K	﹤0.01%	884
2019 Q2	$78.2K	Buy	1,554 +1,379	+788%	+$69.3K	0.01%	693
2019 Q1	$8.79K	Sell	175 -2,229	-93%	-$112K	﹤0.01%	1366
2018 Q4	$118K	Buy	2,404 +2,100	+691%	+$105K	0.02%	362
2018 Q3	$15.3K	Buy	304 +137	+82%	+$6.87K	﹤0.01%	1215
2018 Q2	$8.38K	Buy	167 +20	+14%	+$1K	﹤0.01%	1407
2018 Q1	$7K	Buy	+147	New	+$7.37K	﹤0.01%	1430

Other funds holding NEAR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Rehmann Capital Advisory Group's NEAR Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 74% in Q3 2019, selling an estimated $57.6K and leaving 409 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Rehmann Capital Advisory Group first reported a position in NEAR in Q1 2018 and has held it in 7 quarters since. The position peaked at $118K in Q4 2018. 336 funds tracked by Wall St. Rank hold NEAR as of Q3 2019.

Rehmann Capital Advisory Group held 409 shares of iShares Short Maturity Bond ETF worth $19.1K as of Q3 2019.
Rehmann Capital Advisory Group sold 1,145 iShares Short Maturity Bond ETF shares in Q3 2019, an estimated $57.6K.
iShares Short Maturity Bond ETF made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #884 holding.
Rehmann Capital Advisory Group first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's iShares Short Maturity Bond ETF position peaked at $118K in Q4 2018.
336 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.