United Asset Strategies’s iShares Short Maturity Bond ETF NEAR Stock Holding History

United Asset Strategies’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 Q1	–	Sell	-5,887	Closed	-$295K	–	228
2020 Q4	$295K	Sell	5,887 -410	-7%	-$20.6K	0.05%	174
2020 Q3	$316K	Sell	6,297 -48	-0.8%	-$2.4K	0.06%	162
2020 Q2	$317K	Sell	6,345 -2,257	-26%	-$112K	0.06%	150
2020 Q1	$417K	Sell	8,602 -219	-2%	-$10.9K	0.1%	134
2019 Q4	$443K	Buy	8,821 +971	+12%	+$48.8K	0.09%	156
2019 Q3	$395K	Hold	7,850	–	–	0.09%	145
2019 Q2	$395K	Sell	7,850 -120	-2%	-$6.03K	0.09%	148
2019 Q1	$400K	Hold	7,970	–	–	0.09%	157
2018 Q4	$397K	Hold	7,970	–	–	0.11%	142
2018 Q3	$400K	Buy	+7,970	New	+$400K	0.09%	156
2018 Q2	–	Sell	-8,240	Closed	-$413K	–	203
2018 Q1	$413K	Buy	+8,240	New	+$413K	0.12%	142

Other funds holding NEAR

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

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

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

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

United Asset Strategies's NEAR Position: Q1 2021 in Review

United Asset Strategies sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 5,887 shares — an estimated $295K sold.

United Asset Strategies first reported a position in NEAR in Q1 2018 and held it in 11 quarters. The position peaked at $443K in Q4 2019. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

United Asset Strategies reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
United Asset Strategies sold 5,887 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $295K.
United Asset Strategies first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 11 quarters.
United Asset Strategies's iShares Short Maturity Bond ETF position peaked at $443K in Q4 2019.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on United Asset Strategies's 13F filing for Q1 2021, filed 27 Apr 2021.