ZIM
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Zacks Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Zacks 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
2021
Q1 		– Sell
-4,021
Closed -$202K – 553
2020
Q4 		$202K Buy
+4,021
New +$202K ﹤0.01% 501

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

Zacks Investment Management's NEAR Position: Q1 2021 in Review

Zacks Investment Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 4,021 shares — an estimated $202K sold.

Zacks Investment Management first reported a position in NEAR in Q4 2020 and held it in 1 quarter. The position peaked at $202K in Q4 2020. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

  • Zacks Investment Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Zacks Investment Management sold 4,021 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $202K.
  • Zacks Investment Management first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 1 quarter.
  • Zacks Investment Management's iShares Short Maturity Bond ETF position peaked at $202K in Q4 2020.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on Zacks Investment Management's 13F filing for Q1 2021, filed 17 May 2021.