FSG
NEAR icon

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

Financial Strategies 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
2021
Q1 		– Sell
-5,925
Closed -$297K – 74
2020
Q4 		$297K Buy
5,925
+145
+3% +$7.27K 0.17% 50
2020
Q3 		$290K Sell
5,780
-839
-13% -$42K 0.2% 43
2020
Q2 		$331K Hold
6,619
– – 0.25% 32
2020
Q1 		$321K Sell
6,619
-482
-7% -$24K 0.29% 27
2019
Q4 		$357K Buy
+7,101
New +$357K 0.29% 30

Other funds holding NEAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Strategies Group's NEAR Position: Q1 2021 in Review

Financial Strategies Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 5,925 shares — an estimated $297K sold.

Financial Strategies Group first reported a position in NEAR in Q4 2019 and held it in 5 quarters. The position peaked at $357K in Q4 2019. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

  • Financial Strategies Group reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Financial Strategies Group sold 5,925 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $297K.
  • Financial Strategies Group first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 5 quarters.
  • Financial Strategies Group's iShares Short Maturity Bond ETF position peaked at $357K in Q4 2019.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on Financial Strategies Group's 13F filing for Q1 2021, filed 6 May 2021.