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Spectrum Financial Alliance’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Spectrum Financial Alliance’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
2019
Q1 		– Sell
-1,752
Closed -$87K – 71
2018
Q4 		$87K Buy
1,752
+495
+39% +$24.8K 0.07% 23
2018
Q3 		$63K Buy
1,257
+390
+45% +$19.6K 0.04% 25
2018
Q2 		$43K Buy
+867
New +$43.5K 0.03% 28

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Spectrum Financial Alliance's NEAR Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2019, closing a stake of 1,752 shares — an estimated $87K sold.

Spectrum Financial Alliance first reported a position in NEAR in Q2 2018 and held it in 3 quarters. The position peaked at $87K in Q4 2018. 309 funds tracked by Wall St. Rank hold NEAR as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining iShares Short Maturity Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 1,752 iShares Short Maturity Bond ETF shares in Q1 2019, an estimated $87K.
  • Spectrum Financial Alliance first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and held it in 3 quarters.
  • Spectrum Financial Alliance's iShares Short Maturity Bond ETF position peaked at $87K in Q4 2018.
  • 309 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.