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Leicht Financial Planning & Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Leicht Financial Planning & Wealth Management’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
2020
Q1 		– Sell
-25,526
Closed -$1.28M – 64
2019
Q4 		$1.28M Buy
+25,526
New +$1.28M 1.17% 27

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's NEAR Position: Q1 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 25,526 shares — an estimated $1.28M sold.

Leicht Financial Planning & Wealth Management first reported a position in NEAR in Q4 2019 and held it in 1 quarter. The position peaked at $1.28M in Q4 2019. 379 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 25,526 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $1.28M.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.28M in Q4 2019.
  • 379 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.