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Wilbanks Smith & Thomas Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Wilbanks Smith & Thomas 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 		– Sell
-2,132
Closed -$107K – 970
2018
Q3 		$107K Buy
+2,132
New +$107K 0.01% 530

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Morgan Stanley
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LPL Financial
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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

Wilbanks Smith & Thomas Asset Management's NEAR Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2018, closing a stake of 2,132 shares — an estimated $107K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in NEAR in Q3 2018 and held it in 1 quarter. The position peaked at $107K in Q3 2018. 284 funds tracked by Wall St. Rank hold NEAR as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 2,132 iShares Short Maturity Bond ETF shares in Q4 2018, an estimated $107K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's iShares Short Maturity Bond ETF position peaked at $107K in Q3 2018.
  • 284 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.