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Kesler Norman & Wride’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Kesler Norman & Wride’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
Q3 		– Sell
-6,445
Closed -$323K – 154
2021
Q2 		$323K Sell
6,445
-1,653
-20% -$82.9K 0.07% 137
2021
Q1 		$406K Hold
8,098
– – 0.1% 133
2020
Q4 		$406K Buy
+8,098
New +$406K 0.11% 128

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Kesler Norman & Wride's NEAR Position: Q3 2021 in Review

Kesler Norman & Wride sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2021, closing a stake of 6,445 shares — an estimated $323K sold.

Kesler Norman & Wride first reported a position in NEAR in Q4 2020 and held it in 3 quarters. The position peaked at $406K in Q1 2021. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

  • Kesler Norman & Wride reported no remaining iShares Short Maturity Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Kesler Norman & Wride sold 6,445 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $323K.
  • Kesler Norman & Wride first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 3 quarters.
  • Kesler Norman & Wride's iShares Short Maturity Bond ETF position peaked at $406K in Q1 2021.
  • 360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on Kesler Norman & Wride's 13F filing for Q3 2021, filed 28 Oct 2021.