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Ronald Blue & Co’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ronald Blue & Co’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
2017
Q2 		$3.18M Buy
63,300
+10,683
+20% +$537K 0.1% 34
2017
Q1 		$2.64M Buy
52,617
+18,086
+52% +$908K 0.09% 38
2016
Q4 		$1.73M Sell
34,531
-14
-0% -$702 0.07% 53
2016
Q3 		$1.73M Buy
34,545
+17,670
+105% +$886K 0.07% 45
2016
Q2 		$847K Buy
16,875
+10,590
+168% +$530K 0.04% 74
2016
Q1 		$315K Buy
+6,285
New +$314K 0.02% 134

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ronald Blue & Co's NEAR Position: Q2 2017 in Review

Ronald Blue & Co increased its iShares Short Maturity Bond ETF (NEAR) stake by 20% in Q2 2017, buying an estimated $537K and bringing the position to 63,300 shares worth $3.18M. The position accounts for 0.1% of the portfolio, ranked #34.

Ronald Blue & Co first reported a position in NEAR in Q1 2016 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold NEAR as of Q2 2017.

  • Ronald Blue & Co held 63,300 shares of iShares Short Maturity Bond ETF worth $3.18M as of Q2 2017.
  • Ronald Blue & Co bought 10,683 iShares Short Maturity Bond ETF shares in Q2 2017, an estimated $537K.
  • iShares Short Maturity Bond ETF made up 0.1% of Ronald Blue & Co's portfolio in Q2 2017, its #34 holding.
  • Ronald Blue & Co first reported a position in iShares Short Maturity Bond ETF in Q1 2016 and has held it in 6 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.