SW
NEAR icon

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

StrongBox Wealth’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
Q3 		– Sell
-5,004
Closed -$250K – 84
2020
Q2 		$250K Sell
5,004
-17,563
-78% -$868K 0.23% 74
2020
Q1 		$1.09M Buy
+22,567
New +$1.12M 1.24% 29

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

StrongBox Wealth's NEAR Position: Q3 2020 in Review

StrongBox Wealth sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2020, closing a stake of 5,004 shares — an estimated $250K sold.

StrongBox Wealth first reported a position in NEAR in Q1 2020 and held it in 2 quarters. The position peaked at $1.09M in Q1 2020. 361 funds tracked by Wall St. Rank hold NEAR as of Q3 2020.

  • StrongBox Wealth reported no remaining iShares Short Maturity Bond ETF position as of Q3 2020 after selling out during the quarter.
  • StrongBox Wealth sold 5,004 iShares Short Maturity Bond ETF shares in Q3 2020, an estimated $250K.
  • StrongBox Wealth first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 2 quarters.
  • StrongBox Wealth's iShares Short Maturity Bond ETF position peaked at $1.09M in Q1 2020.
  • 361 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2020.

Based on StrongBox Wealth's 13F filing for Q3 2020, filed 20 Oct 2020.