Robertson Stephens Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Robertson Stephens Wealth Management’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 Q2	–	Sell	-6,225	Closed	-$312K	–	341
2021 Q1	$312K	Sell	6,225 -1,293	-17%	-$64.9K	0.05%	230
2020 Q4	$377K	Sell	7,518 -5,844	-44%	-$293K	0.08%	163
2020 Q3	$669K	Sell	13,362 -13,012	-49%	-$652K	0.16%	115
2020 Q2	$1.32M	Buy	26,374 +12,653	+92%	+$625K	0.38%	59
2020 Q1	$665K	Buy	+13,721	New	+$684K	0.23%	88

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

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Robertson Stephens Wealth Management's NEAR Position: Q2 2021 in Review

Robertson Stephens Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2021, closing a stake of 6,225 shares — an estimated $312K sold.

Robertson Stephens Wealth Management first reported a position in NEAR in Q1 2020 and held it in 5 quarters. The position peaked at $1.32M in Q2 2020. 366 funds tracked by Wall St. Rank hold NEAR as of Q2 2021.

Robertson Stephens Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2021 after selling out during the quarter.
Robertson Stephens Wealth Management sold 6,225 iShares Short Maturity Bond ETF shares in Q2 2021, an estimated $312K.
Robertson Stephens Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 5 quarters.
Robertson Stephens Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.32M in Q2 2020.
366 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2021.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.