Stone House Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Stone House Investment 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
2019 Q4	–	Sell	-10,745	Closed	-$541K	–	42
2019 Q3	$541K	Sell	10,745 -4,029	-27%	-$203K	0.27%	34
2019 Q2	$744K	Sell	14,774 -11,823	-44%	-$594K	0.39%	29
2019 Q1	$1.34M	Sell	26,597 -330	-1%	-$16.5K	0.7%	28
2018 Q4	$1.34M	Buy	26,927 +2,590	+11%	+$130K	0.85%	23
2018 Q3	$1.22M	Buy	+24,337	New	+$1.22M	0.7%	27

Other funds holding NEAR

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

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

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return

Stone House Investment Management's NEAR Position: Q4 2019 in Review

Stone House Investment Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2019, closing a stake of 10,745 shares — an estimated $541K sold.

Stone House Investment Management first reported a position in NEAR in Q3 2018 and held it in 5 quarters. The position peaked at $1.34M in Q4 2018. 392 funds tracked by Wall St. Rank hold NEAR as of Q4 2019.

Stone House Investment Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2019 after selling out during the quarter.
Stone House Investment Management sold 10,745 iShares Short Maturity Bond ETF shares in Q4 2019, an estimated $541K.
Stone House Investment Management first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and held it in 5 quarters.
Stone House Investment Management's iShares Short Maturity Bond ETF position peaked at $1.34M in Q4 2018.
392 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2019.

Based on Stone House Investment Management's 13F filing for Q4 2019, filed 7 Jan 2020.