Strategic Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Strategic Investment Advisors’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
2021 Q2	–	Sell	-9,998	Closed	-$502K	–	203
2021 Q1	$502K	Sell	9,998 -9,189	-48%	-$461K	0.13%	132
2020 Q4	$963K	Sell	19,187 -13,536	-41%	-$679K	0.28%	78
2020 Q3	$1.64M	Buy	32,723 +1,319	+4%	+$66.1K	0.55%	46
2020 Q2	$1.57M	Sell	31,404 -64,883	-67%	-$3.21M	0.59%	46
2020 Q1	$4.67M	Buy	96,287 +4,376	+5%	+$218K	2.14%	9
2019 Q4	$4.62M	Buy	91,911 +6,612	+8%	+$333K	1.91%	13
2019 Q3	$4.31M	Buy	85,299 +9,381	+12%	+$472K	2.07%	11
2019 Q2	$3.82M	Buy	75,918 +29,017	+62%	+$1.46M	2.09%	10
2019 Q1	$2.36M	Buy	46,901 +33,960	+262%	+$1.7M	1.62%	16
2018 Q4	$645K	Buy	+12,941	New	+$647K	0.58%	42

Other funds holding NEAR

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

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

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

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

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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Investment Advisors's NEAR Position: Q2 2021 in Review

Strategic Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2021, closing a stake of 9,998 shares — an estimated $502K sold.

Strategic Investment Advisors first reported a position in NEAR in Q4 2018 and held it in 10 quarters. The position peaked at $4.67M in Q1 2020. 366 funds tracked by Wall St. Rank hold NEAR as of Q2 2021.

Strategic Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2021 after selling out during the quarter.
Strategic Investment Advisors sold 9,998 iShares Short Maturity Bond ETF shares in Q2 2021, an estimated $502K.
Strategic Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 10 quarters.
Strategic Investment Advisors's iShares Short Maturity Bond ETF position peaked at $4.67M in Q1 2020.
366 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2021.

Based on Strategic Investment Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.