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Centennial Wealth Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Centennial Wealth Advisory’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
Q2 		– Sell
-24,324
Closed -$1.22M – 94
2021
Q1 		$1.22M Sell
24,324
-2,667
-10% -$134K 0.81% 41
2020
Q4 		$1.35M Buy
+26,991
New +$1.35M 0.96% 36

Other funds holding NEAR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Centennial Wealth Advisory's NEAR Position: Q2 2021 in Review

Centennial Wealth Advisory sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2021, closing a stake of 24,324 shares — an estimated $1.22M sold.

Centennial Wealth Advisory first reported a position in NEAR in Q4 2020 and held it in 2 quarters. The position peaked at $1.35M in Q4 2020. 366 funds tracked by Wall St. Rank hold NEAR as of Q2 2021.

  • Centennial Wealth Advisory reported no remaining iShares Short Maturity Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Centennial Wealth Advisory sold 24,324 iShares Short Maturity Bond ETF shares in Q2 2021, an estimated $1.22M.
  • Centennial Wealth Advisory first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 2 quarters.
  • Centennial Wealth Advisory's iShares Short Maturity Bond ETF position peaked at $1.35M in Q4 2020.
  • 366 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2021.

Based on Centennial Wealth Advisory's 13F filing for Q2 2021, filed 13 Jul 2021.