USCA RIA’s iShares Short Maturity Bond ETF NEAR Stock Holding History

USCA RIA’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 Q2	$347K	Hold	6,912	–	–	0.02%	454
2021 Q1	$347K	Hold	6,912	–	–	0.02%	429
2020 Q4	$347K	Hold	6,912	–	–	0.02%	387
2020 Q3	$346K	Hold	6,912	–	–	0.03%	349
2020 Q2	$346K	Hold	6,912	–	–	0.03%	337
2020 Q1	$335K	Hold	6,912	–	–	0.04%	310
2019 Q4	$347K	Hold	6,912	–	–	0.03%	377
2019 Q3	$348K	Hold	6,912	–	–	0.03%	352
2019 Q2	$348K	Hold	6,912	–	–	0.04%	345
2019 Q1	$347K	Hold	6,912	–	–	0.04%	327
2018 Q4	$345K	Hold	6,912	–	–	0.05%	312
2018 Q3	$347K	Hold	6,912	–	–	0.04%	368
2018 Q2	$347K	Hold	6,912	–	–	0.04%	354
2018 Q1	$347K	Hold	6,912	–	–	0.04%	344
2017 Q4	$346K	Hold	6,912	–	–	0.04%	341
2017 Q3	$347K	Hold	6,912	–	–	0.04%	334
2017 Q2	$347K	Hold	6,912	–	–	0.04%	337
2017 Q1	$347K	Hold	6,912	–	–	0.05%	322
2016 Q4	$347K	Hold	6,912	–	–	0.05%	307
2016 Q3	$347K	Hold	6,912	–	–	0.06%	294
2016 Q2	$347K	Buy	+6,912	New	+$346K	0.06%	283

Other funds holding NEAR

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

BlackRock New York $5.72T AUM 30.48% 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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 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

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

USCA RIA's NEAR Position: Q2 2021 in Review

USCA RIA held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2021 at 6,912 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #454.

USCA RIA first reported a position in NEAR in Q2 2016 and has held it in 21 quarters since. The position peaked at $348K in Q3 2019. 366 funds tracked by Wall St. Rank hold NEAR as of Q2 2021.

USCA RIA held 6,912 shares of iShares Short Maturity Bond ETF worth $347K as of Q2 2021.
USCA RIA left its iShares Short Maturity Bond ETF share count unchanged in Q2 2021.
iShares Short Maturity Bond ETF made up 0.02% of USCA RIA's portfolio in Q2 2021, its #454 holding.
USCA RIA first reported a position in iShares Short Maturity Bond ETF in Q2 2016 and has held it in 21 quarters since.
USCA RIA's iShares Short Maturity Bond ETF position peaked at $348K in Q3 2019.
366 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.