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Salomon & Ludwin’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Salomon & Ludwin’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
2020
Q2 		– Sell
-300
Closed -$15K – 168
2020
Q1 		$15K Buy
+300
New +$14.9K ﹤0.01% 150

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Salomon & Ludwin's NEAR Position: Q2 2020 in Review

Salomon & Ludwin sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2020, closing a stake of 300 shares — an estimated $15K sold.

Salomon & Ludwin first reported a position in NEAR in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

  • Salomon & Ludwin reported no remaining iShares Short Maturity Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Salomon & Ludwin sold 300 iShares Short Maturity Bond ETF shares in Q2 2020, an estimated $15K.
  • Salomon & Ludwin first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 1 quarter.
  • Salomon & Ludwin's iShares Short Maturity Bond ETF position peaked at $15K in Q1 2020.
  • 371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on Salomon & Ludwin's 13F filing for Q2 2020, filed 17 Jul 2020.