Shine Investment Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Shine Investment Advisory Services’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 Q1	–	Sell	-3,000	Closed	-$151K	–	758
2019 Q4	$151K	Hold	3,000	–	–	0.06%	153
2019 Q3	$151K	Sell	3,000 -3,318	-53%	-$167K	0.07%	132
2019 Q2	$318K	Sell	6,318 -5,294	-46%	-$266K	0.15%	86
2019 Q1	$583K	Sell	11,612 -52,198	-82%	-$2.61M	0.27%	55
2018 Q4	$3.18M	Buy	+63,810	New	+$3.19M	1.57%	15

Other funds holding NEAR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Shine Investment Advisory Services's NEAR Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 3,000 shares — an estimated $151K sold.

Shine Investment Advisory Services first reported a position in NEAR in Q4 2018 and held it in 5 quarters. The position peaked at $3.18M in Q4 2018. 379 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

Shine Investment Advisory Services reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 3,000 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $151K.
Shine Investment Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 5 quarters.
Shine Investment Advisory Services's iShares Short Maturity Bond ETF position peaked at $3.18M in Q4 2018.
379 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.