RiverFront Investment Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

RiverFront Investment 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
2021 Q3	–	Sell	-7,142	Closed	-$358K	–	125
2021 Q2	$358K	Buy	7,142 +135	+2%	+$6.77K	0.01%	77
2021 Q1	$352K	Buy	7,007 +803	+13%	+$40.3K	0.01%	72
2020 Q4	$311K	Buy	6,204 +1,817	+41%	+$91.1K	0.01%	71
2020 Q3	$220K	Buy	+4,387	New	+$220K	0.01%	57
2020 Q1	–	Sell	-735,149	Closed	-$36.9M	–	59
2019 Q4	$36.9M	Sell	735,149 -5,309	-0.7%	-$267K	0.89%	27
2019 Q3	$37.3M	Sell	740,458 -455,943	-38%	-$22.9M	0.92%	26
2019 Q2	$60.2M	Sell	1,196,401 -21,973	-2%	-$1.1M	1.51%	20
2019 Q1	$61.2M	Buy	+1,218,374	New	+$61M	1.52%	21

Other funds holding NEAR

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 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

SLF

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

RiverFront Investment Group's NEAR Position: Q3 2021 in Review

RiverFront Investment Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2021, closing a stake of 7,142 shares — an estimated $358K sold.

RiverFront Investment Group first reported a position in NEAR in Q1 2019 and held it in 8 quarters. The position peaked at $61.2M in Q1 2019. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

RiverFront Investment Group reported no remaining iShares Short Maturity Bond ETF position as of Q3 2021 after selling out during the quarter.
RiverFront Investment Group sold 7,142 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $358K.
RiverFront Investment Group first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 8 quarters.
RiverFront Investment Group's iShares Short Maturity Bond ETF position peaked at $61.2M in Q1 2019.
360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on RiverFront Investment Group's 13F filing for Q3 2021, filed 2 Nov 2021.