TSA
NEAR icon

Tri-Star Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Tri-Star 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
2020
Q3 		– Sell
-58,161
Closed -$2.91M – 54
2020
Q2 		$2.91M Buy
+58,161
New +$2.88M 1.91% 20

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

Tri-Star Advisors's NEAR Position: Q3 2020 in Review

Tri-Star Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2020, closing a stake of 58,161 shares — an estimated $2.91M sold.

Tri-Star Advisors first reported a position in NEAR in Q2 2020 and held it in 1 quarter. The position peaked at $2.91M in Q2 2020. 361 funds tracked by Wall St. Rank hold NEAR as of Q3 2020.

  • Tri-Star Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Tri-Star Advisors sold 58,161 iShares Short Maturity Bond ETF shares in Q3 2020, an estimated $2.91M.
  • Tri-Star Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and held it in 1 quarter.
  • Tri-Star Advisors's iShares Short Maturity Bond ETF position peaked at $2.91M in Q2 2020.
  • 361 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2020.

Based on Tri-Star Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.