White Lighthouse Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

White Lighthouse Investment 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
2020 Q1	–	Sell	-5,360	Closed	-$269K	–	123
2019 Q4	$269K	Sell	5,360 -4,940	-48%	-$248K	0.1%	116
2019 Q3	$519K	Sell	10,300 -440	-4%	-$22.1K	0.21%	75
2019 Q2	$541K	Sell	10,740 -2,060	-16%	-$103K	0.23%	76
2019 Q1	$643K	Sell	12,800 -18,160	-59%	-$909K	0.3%	65
2018 Q4	$1.54M	Sell	30,960 -32,880	-52%	-$1.64M	0.85%	31
2018 Q3	$3.2M	Buy	63,840 +10,650	+20%	+$534K	1.63%	16
2018 Q2	$2.67M	Buy	53,190 +10,460	+24%	+$524K	1.47%	18
2018 Q1	$2.14M	Buy	42,730 +21,630	+103%	+$1.08M	1.23%	20
2017 Q4	$1.06M	Buy	+21,100	New	+$1.06M	0.61%	43

Other funds holding NEAR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

White Lighthouse Investment Management's NEAR Position: Q1 2020 in Review

White Lighthouse Investment Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 5,360 shares — an estimated $269K sold.

White Lighthouse Investment Management first reported a position in NEAR in Q4 2017 and held it in 9 quarters. The position peaked at $3.2M in Q3 2018. 379 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

White Lighthouse Investment Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
White Lighthouse Investment Management sold 5,360 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $269K.
White Lighthouse Investment Management first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 9 quarters.
White Lighthouse Investment Management's iShares Short Maturity Bond ETF position peaked at $3.2M in Q3 2018.
379 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on White Lighthouse Investment Management's 13F filing for Q1 2020, filed 7 Apr 2020.