Franklin Resources
NEAR icon

Franklin Resources’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Franklin Resources’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
2019
Q1 		– Sell
-8,320
Closed -$415K – 1518
2018
Q4 		$415K Buy
+8,320
New +$416K ﹤0.01% 1366

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Bank of America
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BlackRock
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return

Franklin Resources's NEAR Position: Q1 2019 in Review

Franklin Resources sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2019, closing a stake of 8,320 shares — an estimated $415K sold.

Franklin Resources first reported a position in NEAR in Q4 2018 and held it in 1 quarter. The position peaked at $415K in Q4 2018. 309 funds tracked by Wall St. Rank hold NEAR as of Q1 2019.

  • Franklin Resources reported no remaining iShares Short Maturity Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Franklin Resources sold 8,320 iShares Short Maturity Bond ETF shares in Q1 2019, an estimated $415K.
  • Franklin Resources first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 1 quarter.
  • Franklin Resources's iShares Short Maturity Bond ETF position peaked at $415K in Q4 2018.
  • 309 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2019.

Based on Franklin Resources's 13F filing for Q1 2019, filed 14 May 2019.