Vectors Research Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Vectors Research Management’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	-120	Closed	-$6K	–	465
2020 Q4	$6K	Sell	120 -127	-51%	-$6.37K	﹤0.01%	361
2020 Q3	$12K	Hold	247	–	–	﹤0.01%	288
2020 Q2	$12K	Sell	247 -61	-20%	-$3.02K	﹤0.01%	280
2020 Q1	$15K	Hold	308	–	–	0.01%	259
2019 Q4	$15K	Sell	308 -373	-55%	-$18.8K	0.01%	302
2019 Q3	$34K	Buy	+681	New	+$34.2K	0.02%	192

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

Vectors Research Management's NEAR Position: Q1 2021 in Review

Vectors Research Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 120 shares — an estimated $6K sold.

Vectors Research Management first reported a position in NEAR in Q3 2019 and held it in 6 quarters. The position peaked at $34K in Q3 2019. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

Vectors Research Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
Vectors Research Management sold 120 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $6K.
Vectors Research Management first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and held it in 6 quarters.
Vectors Research Management's iShares Short Maturity Bond ETF position peaked at $34K in Q3 2019.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on Vectors Research Management's 13F filing for Q1 2021, filed 18 May 2021.