SWM
NEAR icon

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

Selective 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
2020
Q3 		– Sell
-91
Closed -$5K – 384
2020
Q2 		$5K Buy
+91
New +$4.5K ﹤0.01% 305

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
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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Selective Wealth Management's NEAR Position: Q3 2020 in Review

Selective Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2020, closing a stake of 91 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in NEAR in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 361 funds tracked by Wall St. Rank hold NEAR as of Q3 2020.

  • Selective Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 91 iShares Short Maturity Bond ETF shares in Q3 2020, an estimated $5K.
  • Selective Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and held it in 1 quarter.
  • Selective Wealth Management's iShares Short Maturity Bond ETF position peaked at $5K in Q2 2020.
  • 361 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.