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Financial Partners Group (Kansas)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Financial Partners Group (Kansas)’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
-6,113
Closed -$307K – 153
2021
Q1 		$307K Sell
6,113
-898
-13% -$45.1K 0.09% 112
2020
Q4 		$352K Buy
7,011
+2,434
+53% +$122K 0.11% 89
2020
Q3 		$229K Buy
+4,577
New +$229K 0.08% 104

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

Financial Partners Group (Kansas)'s NEAR Position: Q2 2021 in Review

Financial Partners Group (Kansas) sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2021, closing a stake of 6,113 shares — an estimated $307K sold.

Financial Partners Group (Kansas) first reported a position in NEAR in Q3 2020 and held it in 3 quarters. The position peaked at $352K in Q4 2020. 366 funds tracked by Wall St. Rank hold NEAR as of Q2 2021.

  • Financial Partners Group (Kansas) reported no remaining iShares Short Maturity Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 6,113 iShares Short Maturity Bond ETF shares in Q2 2021, an estimated $307K.
  • Financial Partners Group (Kansas) first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and held it in 3 quarters.
  • Financial Partners Group (Kansas)'s iShares Short Maturity Bond ETF position peaked at $352K in Q4 2020.
  • 366 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2021.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2021, filed 13 Aug 2021.