Next Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Next Financial Group’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 Q4	$599K	Buy	11,985 +645	+6%	+$32.3K	0.04%	467
2021 Q3	$569K	Buy	11,340 +292	+3%	+$14.6K	0.04%	414
2021 Q2	$554K	Sell	11,048 -3,269	-23%	-$164K	0.04%	422
2021 Q1	$719K	Sell	14,317 -5,989	-29%	-$301K	0.06%	311
2020 Q4	$1.02M	Sell	20,306 -1,105	-5%	-$55.4K	0.1%	214
2020 Q3	$1.07M	Buy	21,411 +1,312	+7%	+$65.7K	0.12%	186
2020 Q2	$1M	Sell	20,099 -19,453	-49%	-$962K	0.12%	187
2020 Q1	$1.92M	Sell	39,552 -2,398	-6%	-$119K	0.25%	91
2019 Q4	$2.11M	Sell	41,950 -161,510	-79%	-$8.12M	0.22%	105
2019 Q3	$10.2M	Sell	203,460 -7,007	-3%	-$352K	1.11%	7
2019 Q2	$10.6M	Sell	210,467 -11,686	-5%	-$587K	1.13%	7
2019 Q1	$11.2M	Buy	222,153 +216,857	+4,095%	+$10.9M	2.83%	4
2018 Q4	$264K	Buy	+5,296	New	+$265K	0.05%	326

Other funds holding NEAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Next Financial Group's NEAR Position: Q4 2021 in Review

Next Financial Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 5.7% in Q4 2021, buying an estimated $32.3K and bringing the position to 11,985 shares worth $599K. The position accounts for 0.04% of the portfolio, ranked #467.

Next Financial Group first reported a position in NEAR in Q4 2018 and has held it in 13 quarters since. The position peaked at $11.2M in Q1 2019. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

Next Financial Group held 11,985 shares of iShares Short Maturity Bond ETF worth $599K as of Q4 2021.
Next Financial Group bought 645 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $32.3K.
iShares Short Maturity Bond ETF made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #467 holding.
Next Financial Group first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 13 quarters since.
Next Financial Group's iShares Short Maturity Bond ETF position peaked at $11.2M in Q1 2019.
365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.