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First Command Financial Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

First Command Financial Services’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
2023
Q2 		$19K Hold
382
– – ﹤0.01% 302
2023
Q1 		$18.9K Buy
382
+1
+0.3% +$50 ﹤0.01% 298
2022
Q4 		$19K Buy
+381
New +$18.7K ﹤0.01% 289

Other funds holding NEAR

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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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

First Command Financial Services's NEAR Position: Q2 2023 in Review

First Command Financial Services held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2023 at 382 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

First Command Financial Services first reported a position in NEAR in Q4 2022 and has held it in 3 quarters since. The position peaked at $19K in Q4 2022. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

  • First Command Financial Services held 382 shares of iShares Short Maturity Bond ETF worth $19K as of Q2 2023.
  • First Command Financial Services left its iShares Short Maturity Bond ETF share count unchanged in Q2 2023.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #302 holding.
  • First Command Financial Services first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • First Command Financial Services's iShares Short Maturity Bond ETF position peaked at $19K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.