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

Kelly 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
2021
Q2 		– Sell
-171
Closed -$8.6K – 656
2021
Q1 		$8.6K Sell
171
-49
-22% -$2.46K 0.01% 323
2020
Q4 		$11.1K Sell
220
-477
-68% -$23.9K 0.01% 257
2020
Q3 		$34.9K Buy
697
+527
+310% +$26.4K 0.03% 126
2020
Q2 		$8.5K Buy
+170
New +$8.4K 0.01% 272

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

Kelly Financial Services's NEAR Position: Q2 2021 in Review

Kelly Financial Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2021, closing a stake of 171 shares — an estimated $8.6K sold.

Kelly Financial Services first reported a position in NEAR in Q2 2020 and held it in 4 quarters. The position peaked at $34.9K in Q3 2020. 366 funds tracked by Wall St. Rank hold NEAR as of Q2 2021.

  • Kelly Financial Services reported no remaining iShares Short Maturity Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Kelly Financial Services sold 171 iShares Short Maturity Bond ETF shares in Q2 2021, an estimated $8.6K.
  • Kelly Financial Services first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and held it in 4 quarters.
  • Kelly Financial Services's iShares Short Maturity Bond ETF position peaked at $34.9K in Q3 2020.
  • 366 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2021.

Based on Kelly Financial Services's 13F filing for Q2 2021, filed 17 Jul 2024.