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Central Bank & Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Central Bank & Trust’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
-108
Closed -$5K – 278
2018
Q1 		$5K Buy
+108
New +$5.42K ﹤0.01% 244

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Bank of America
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Morgan Stanley
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TTSTC
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BlackRock
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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

Central Bank & Trust's NEAR Position: Q2 2018 in Review

Central Bank & Trust sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2018, closing a stake of 108 shares — an estimated $5K sold.

Central Bank & Trust first reported a position in NEAR in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 206 funds tracked by Wall St. Rank hold NEAR as of Q2 2018.

  • Central Bank & Trust reported no remaining iShares Short Maturity Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Central Bank & Trust sold 108 iShares Short Maturity Bond ETF shares in Q2 2018, an estimated $5K.
  • Central Bank & Trust first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 1 quarter.
  • Central Bank & Trust's iShares Short Maturity Bond ETF position peaked at $5K in Q1 2018.
  • 206 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2018.

Based on Central Bank & Trust's 13F filing for Q2 2018, filed 17 Jul 2018.