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

WealthStone’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 		$301K Hold
6,008
– – 0.11% 158
2020
Q4 		$301K Hold
6,008
– – 0.11% 131
2020
Q3 		$301K Sell
6,008
-1,999
-25% -$100K 0.14% 101
2020
Q2 		$400K Buy
+8,007
New +$396K 0.19% 83

Other funds holding NEAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthStone's NEAR Position: Q1 2021 in Review

WealthStone held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2021 at 6,008 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #158.

WealthStone first reported a position in NEAR in Q2 2020 and has held it in 4 quarters since. The position peaked at $400K in Q2 2020. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

  • WealthStone held 6,008 shares of iShares Short Maturity Bond ETF worth $301K as of Q1 2021.
  • WealthStone left its iShares Short Maturity Bond ETF share count unchanged in Q1 2021.
  • iShares Short Maturity Bond ETF made up 0.11% of WealthStone's portfolio in Q1 2021, its #158 holding.
  • WealthStone first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • WealthStone's iShares Short Maturity Bond ETF position peaked at $400K in Q2 2020.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.