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TrueWealth LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

TrueWealth LLC’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
Q2 		$78K Hold
1,565
– – 0.03% 224
2020
Q1 		$76K Buy
+1,565
New +$78K 0.04% 209

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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 $628M AUM 15.58% 1-Year Est. Return

TrueWealth LLC's NEAR Position: Q2 2020 in Review

TrueWealth LLC held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2020 at 1,565 shares worth $78K. The position accounts for 0.03% of the portfolio, ranked #224.

TrueWealth LLC first reported a position in NEAR in Q1 2020 and has held it in 2 quarters since. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

  • TrueWealth LLC held 1,565 shares of iShares Short Maturity Bond ETF worth $78K as of Q2 2020.
  • TrueWealth LLC left its iShares Short Maturity Bond ETF share count unchanged in Q2 2020.
  • iShares Short Maturity Bond ETF made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #224 holding.
  • TrueWealth LLC first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and has held it in 2 quarters since.
  • 371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.