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Sage Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sage Financial 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 		– Sell
-11,562
Closed -$582K – 73
2019
Q2 		$582K Sell
11,562
-3,450
-23% -$173K 0.09% 45
2019
Q1 		$754K Sell
15,012
-74,859
-83% -$3.75M 0.12% 44
2018
Q4 		$4.48M Buy
+89,871
New +$4.49M 0.75% 23

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
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

Sage Financial Group's NEAR Position: Q3 2019 in Review

Sage Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2019, closing a stake of 11,562 shares — an estimated $582K sold.

Sage Financial Group first reported a position in NEAR in Q4 2018 and held it in 3 quarters. The position peaked at $4.48M in Q4 2018. 336 funds tracked by Wall St. Rank hold NEAR as of Q3 2019.

  • Sage Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Sage Financial Group sold 11,562 iShares Short Maturity Bond ETF shares in Q3 2019, an estimated $582K.
  • Sage Financial Group first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 3 quarters.
  • Sage Financial Group's iShares Short Maturity Bond ETF position peaked at $4.48M in Q4 2018.
  • 336 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2019.

Based on Sage Financial Group's 13F filing for Q3 2019, filed 4 Nov 2019.