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

SigFig 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
Q4 		– Sell
-11,052
Closed -$554K – 75
2020
Q3 		$554K Buy
11,052
+4,323
+64% +$216K 0.05% 58
2020
Q2 		$337K Buy
6,729
+1,792
+36% +$88.6K 0.04% 60
2020
Q1 		$239K Buy
+4,937
New +$246K 0.03% 52

Other funds holding NEAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

SigFig Wealth Management's NEAR Position: Q4 2020 in Review

SigFig Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2020, closing a stake of 11,052 shares — an estimated $554K sold.

SigFig Wealth Management first reported a position in NEAR in Q1 2020 and held it in 3 quarters. The position peaked at $554K in Q3 2020. 382 funds tracked by Wall St. Rank hold NEAR as of Q4 2020.

  • SigFig Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2020 after selling out during the quarter.
  • SigFig Wealth Management sold 11,052 iShares Short Maturity Bond ETF shares in Q4 2020, an estimated $554K.
  • SigFig Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 3 quarters.
  • SigFig Wealth Management's iShares Short Maturity Bond ETF position peaked at $554K in Q3 2020.
  • 382 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2020.

Based on SigFig Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.