VAM
NEAR icon

Visionary Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Visionary Asset 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
2018
Q4 		$2.38M Buy
47,679
+43,277
+983% +$2.16M 0.94% 10
2018
Q3 		$221K Buy
+4,402
New +$221K 0.07% 272

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Visionary Asset Management's NEAR Position: Q4 2018 in Review

Visionary Asset Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 983% in Q4 2018, buying an estimated $2.16M and bringing the position to 47,679 shares worth $2.38M. The position accounts for 0.94% of the portfolio, ranked #10.

Visionary Asset Management first reported a position in NEAR in Q3 2018 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold NEAR as of Q4 2018.

  • Visionary Asset Management held 47,679 shares of iShares Short Maturity Bond ETF worth $2.38M as of Q4 2018.
  • Visionary Asset Management bought 43,277 iShares Short Maturity Bond ETF shares in Q4 2018, an estimated $2.16M.
  • iShares Short Maturity Bond ETF made up 0.94% of Visionary Asset Management's portfolio in Q4 2018, its #10 holding.
  • Visionary Asset Management first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.