Requisite Energy Fund I’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Requisite Energy Fund I’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
2018 Q4	$6.73M	Buy	+134,964	New	+$6.75M	2.63%	10

Other funds holding NEAR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Requisite Energy Fund I's NEAR Position: Q4 2018 in Review

Requisite Energy Fund I opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q4 2018: 134,964 shares worth $6.73M. The stake represents 2.63% of the portfolio and ranks #10 among its holdings.

284 funds tracked by Wall St. Rank hold NEAR as of Q4 2018.

Requisite Energy Fund I held 134,964 shares of iShares Short Maturity Bond ETF worth $6.73M as of Q4 2018.
iShares Short Maturity Bond ETF was a new Requisite Energy Fund I position in Q4 2018.
iShares Short Maturity Bond ETF made up 2.63% of Requisite Energy Fund I's portfolio in Q4 2018, its #10 holding.
284 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2018.

Based on Requisite Energy Fund I's 13F filing for Q4 2018, filed 14 Feb 2019.