Sargent Bickham Lagudis’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sargent Bickham Lagudis’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	-337	Closed	-$16K	–	798
2020 Q1	$16K	Hold	337	–	–	﹤0.01%	499
2019 Q4	$17K	Hold	337	–	–	﹤0.01%	542
2019 Q3	$17K	Sell	337 -400	-54%	-$20.1K	﹤0.01%	495
2019 Q2	$37K	Sell	737 -59,827	-99%	-$3M	﹤0.01%	410
2019 Q1	$3.04M	Sell	60,564 -2,952	-5%	-$148K	0.35%	64
2018 Q4	$3.17M	Buy	63,516 +63,118	+15,859%	+$3.16M	0.41%	60
2018 Q3	$20K	Buy	398 +397	+39,700%	+$19.9K	﹤0.01%	503
2018 Q2	$0	Sell	1 -71	-99%	-$3.56K	﹤0.01%	783
2018 Q1	$4K	Buy	+72	New	+$3.61K	﹤0.01%	683
2017 Q4	–	Sell	-270	Closed	-$14K	–	816
2017 Q3	$14K	Buy	+270	New	+$13.6K	﹤0.01%	562

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Sargent Bickham Lagudis's NEAR Position: Q2 2020 in Review

Sargent Bickham Lagudis sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2020, closing a stake of 337 shares — an estimated $16K sold.

Sargent Bickham Lagudis first reported a position in NEAR in Q3 2017 and held it in 10 quarters. The position peaked at $3.17M in Q4 2018. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

Sargent Bickham Lagudis reported no remaining iShares Short Maturity Bond ETF position as of Q2 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 337 iShares Short Maturity Bond ETF shares in Q2 2020, an estimated $16K.
Sargent Bickham Lagudis first reported a position in iShares Short Maturity Bond ETF in Q3 2017 and held it in 10 quarters.
Sargent Bickham Lagudis's iShares Short Maturity Bond ETF position peaked at $3.17M in Q4 2018.
371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2020, filed 7 Sep 2021.