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Avantax Planning Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-2,974
Closed -$149K – 1022
2018
Q1 		$149K Sell
2,974
-1,827
-38% -$91.6K 0.01% 339
2017
Q4 		$241K Buy
+4,801
New +$241K 0.02% 266

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Avantax Planning Partners's NEAR Position: Q2 2018 in Review

Avantax Planning Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2018, closing a stake of 2,974 shares — an estimated $149K sold.

Avantax Planning Partners first reported a position in NEAR in Q4 2017 and held it in 2 quarters. The position peaked at $241K in Q4 2017. 206 funds tracked by Wall St. Rank hold NEAR as of Q2 2018.

  • Avantax Planning Partners reported no remaining iShares Short Maturity Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,974 iShares Short Maturity Bond ETF shares in Q2 2018, an estimated $149K.
  • Avantax Planning Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 2 quarters.
  • Avantax Planning Partners's iShares Short Maturity Bond ETF position peaked at $241K in Q4 2017.
  • 206 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.