Willingdon Wealth Management / NEAR
Willingdon Wealth Management’s Ishares U S Etf Tr Position
Does Willingdon Wealth Management own Ishares U S Etf Tr (NEAR)? Yes — 88.3K shares worth $4M (+1.08% of its 13F portfolio) as of Q1 2020, up from 45.5K shares the prior filed quarter.
Position Value
$4M
Q1 2020
Shares
88.3K
% of Portfolio
+1.08%
Quarters Held
2
currently held
Position History NEAR
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willingdon Wealth Management’s full portfolio or all institutional holders of NEAR.