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

Wealthquest’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
Q4 		– Sell
-4,035
Closed -$203K – 137
2019
Q3 		$203K Buy
+4,035
New +$203K 0.07% 127

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Wealthquest's NEAR Position: Q4 2019 in Review

Wealthquest sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2019, closing a stake of 4,035 shares — an estimated $203K sold.

Wealthquest first reported a position in NEAR in Q3 2019 and held it in 1 quarter. The position peaked at $203K in Q3 2019. 392 funds tracked by Wall St. Rank hold NEAR as of Q4 2019.

  • Wealthquest reported no remaining iShares Short Maturity Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Wealthquest sold 4,035 iShares Short Maturity Bond ETF shares in Q4 2019, an estimated $203K.
  • Wealthquest first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and held it in 1 quarter.
  • Wealthquest's iShares Short Maturity Bond ETF position peaked at $203K in Q3 2019.
  • 392 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2019.

Based on Wealthquest's 13F filing for Q4 2019, filed 18 Feb 2020.