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Valeo Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-1,156
Closed -$58K – 1329
2021
Q1 		$58K Buy
1,156
+2
+0.2% +$100 ﹤0.01% 807
2020
Q4 		$58K Sell
1,154
-584
-34% -$29.3K ﹤0.01% 721
2020
Q3 		$87K Hold
1,738
– – 0.01% 503
2020
Q2 		$87K Sell
1,738
-120
-6% -$5.93K 0.01% 544
2020
Q1 		$91K Buy
1,858
+120
+7% +$5.98K 0.01% 449
2019
Q4 		$87K Sell
1,738
-4,977
-74% -$250K 0.01% 496
2019
Q3 		$338K Buy
6,715
+5,156
+331% +$259K 0.04% 213
2019
Q2 		$78K Sell
1,559
-3,202
-67% -$161K 0.01% 481
2019
Q1 		$239K Sell
4,761
-10,029
-68% -$502K 0.03% 244
2018
Q4 		$737K Buy
14,790
+2,200
+17% +$110K 0.1% 139
2018
Q3 		$631K Buy
12,590
+4,590
+57% +$230K 0.09% 157
2018
Q2 		$401K Hold
8,000
– – 0.06% 196
2018
Q1 		$401K Buy
+8,000
New +$401K 0.06% 174

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
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
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valeo Financial Advisors's NEAR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2021, closing a stake of 1,156 shares — an estimated $58K sold.

Valeo Financial Advisors first reported a position in NEAR in Q1 2018 and held it in 13 quarters. The position peaked at $737K in Q4 2018. 366 funds tracked by Wall St. Rank hold NEAR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,156 iShares Short Maturity Bond ETF shares in Q2 2021, an estimated $58K.
  • Valeo Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 13 quarters.
  • Valeo Financial Advisors's iShares Short Maturity Bond ETF position peaked at $737K in Q4 2018.
  • 366 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.