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Trust Company of Vermont’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Trust Company of Vermont’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 		– Sell
-792
Closed -$38K – 829
2020
Q1 		$38K Hold
792
– – ﹤0.01% 472
2019
Q4 		$40K Buy
+792
New +$39.8K ﹤0.01% 504

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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

Trust Company of Vermont's NEAR Position: Q2 2020 in Review

Trust Company of Vermont sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2020, closing a stake of 792 shares — an estimated $38K sold.

Trust Company of Vermont first reported a position in NEAR in Q4 2019 and held it in 2 quarters. The position peaked at $40K in Q4 2019. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

  • Trust Company of Vermont reported no remaining iShares Short Maturity Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Trust Company of Vermont sold 792 iShares Short Maturity Bond ETF shares in Q2 2020, an estimated $38K.
  • Trust Company of Vermont first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 2 quarters.
  • Trust Company of Vermont's iShares Short Maturity Bond ETF position peaked at $40K in Q4 2019.
  • 371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on Trust Company of Vermont's 13F filing for Q2 2020, filed 17 Jul 2020.