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Meridian Financial Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Meridian Financial Partners’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
-8,173
Closed -$410K – 79
2021
Q1 		$410K Sell
8,173
-18,078
-69% -$908K 0.31% 54
2020
Q4 		$1.32M Sell
26,251
-6,238
-19% -$313K 1.02% 20
2020
Q3 		$1.63M Buy
+32,489
New +$1.63M 1.37% 17

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

Meridian Financial Partners's NEAR Position: Q2 2021 in Review

Meridian Financial Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2021, closing a stake of 8,173 shares — an estimated $410K sold.

Meridian Financial Partners first reported a position in NEAR in Q3 2020 and held it in 3 quarters. The position peaked at $1.63M in Q3 2020. 366 funds tracked by Wall St. Rank hold NEAR as of Q2 2021.

  • Meridian Financial Partners reported no remaining iShares Short Maturity Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Financial Partners sold 8,173 iShares Short Maturity Bond ETF shares in Q2 2021, an estimated $410K.
  • Meridian Financial Partners first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and held it in 3 quarters.
  • Meridian Financial Partners's iShares Short Maturity Bond ETF position peaked at $1.63M in Q3 2020.
  • 366 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2021.

Based on Meridian Financial Partners's 13F filing for Q2 2021, filed 21 Jul 2021.