CPC
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Consolidated Planning Corp’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-60
Closed -$3K – 315
2021
Q3 		$3K Buy
+60
New +$3.01K ﹤0.01% 393

Other funds holding NEAR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Consolidated Planning Corp's NEAR Position: Q4 2021 in Review

Consolidated Planning Corp sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 60 shares — an estimated $3K sold.

Consolidated Planning Corp first reported a position in NEAR in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

  • Consolidated Planning Corp reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 60 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $3K.
  • Consolidated Planning Corp first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's iShares Short Maturity Bond ETF position peaked at $3K in Q3 2021.
  • 365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.