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CMC Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

CMC Financial Group’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
2020
Q2 		– Sell
-7,398
Closed -$359K – 31
2020
Q1 		$359K Sell
7,398
-1,719
-19% -$85.6K 1.56% 13
2019
Q4 		$458K Buy
+9,117
New +$458K 0.39% 25

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

CMC Financial Group's NEAR Position: Q2 2020 in Review

CMC Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2020, closing a stake of 7,398 shares — an estimated $359K sold.

CMC Financial Group first reported a position in NEAR in Q4 2019 and held it in 2 quarters. The position peaked at $458K in Q4 2019. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

  • CMC Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q2 2020 after selling out during the quarter.
  • CMC Financial Group sold 7,398 iShares Short Maturity Bond ETF shares in Q2 2020, an estimated $359K.
  • CMC Financial Group first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 2 quarters.
  • CMC Financial Group's iShares Short Maturity Bond ETF position peaked at $458K in Q4 2019.
  • 371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on CMC Financial Group's 13F filing for Q2 2020, filed 13 Aug 2020.