WealthOne’s iShares Short Maturity Bond ETF NEAR Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-4,993	Closed	-$249K	–	375
2018 Q4	$249K	Buy	+4,993	New	+$250K	0.22%	61

Other funds holding NEAR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return

WealthOne's NEAR Position: Q1 2019 in Review

WealthOne sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2019, closing a stake of 4,993 shares — an estimated $249K sold.

WealthOne first reported a position in NEAR in Q4 2018 and held it in 1 quarter. The position peaked at $249K in Q4 2018. 309 funds tracked by Wall St. Rank hold NEAR as of Q1 2019.

WealthOne reported no remaining iShares Short Maturity Bond ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 4,993 iShares Short Maturity Bond ETF shares in Q1 2019, an estimated $249K.
WealthOne first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 1 quarter.
WealthOne's iShares Short Maturity Bond ETF position peaked at $249K in Q4 2018.
309 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.