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

OmniStar 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
2020 Q2	–	Sell	-6,573	Closed	-$319K	–	242
2020 Q1	$319K	Buy	6,573 +2,590	+65%	+$129K	0.31%	85
2019 Q4	$200K	Sell	3,983 -2,321	-37%	-$117K	0.17%	109
2019 Q3	$317K	Sell	6,304 -905	-13%	-$45.5K	0.28%	89
2019 Q2	$363K	Sell	7,209 -2,292	-24%	-$115K	0.33%	89
2019 Q1	$477K	Sell	9,501 -1,990	-17%	-$99.6K	0.42%	78
2018 Q4	$573K	Buy	11,491 +1,346	+13%	+$67.3K	0.58%	55
2018 Q3	$509K	Buy	10,145 +2,964	+41%	+$149K	0.39%	80
2018 Q2	$360K	Buy	7,181 +1,343	+23%	+$67.3K	0.34%	80
2018 Q1	$292K	Buy	+5,838	New	+$293K	0.28%	90

Other funds holding NEAR

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

OmniStar Financial Group's NEAR Position: Q2 2020 in Review

OmniStar Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2020, closing a stake of 6,573 shares — an estimated $319K sold.

OmniStar Financial Group first reported a position in NEAR in Q1 2018 and held it in 9 quarters. The position peaked at $573K in Q4 2018. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

OmniStar Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q2 2020 after selling out during the quarter.
OmniStar Financial Group sold 6,573 iShares Short Maturity Bond ETF shares in Q2 2020, an estimated $319K.
OmniStar Financial Group first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 9 quarters.
OmniStar Financial Group's iShares Short Maturity Bond ETF position peaked at $573K in Q4 2018.
371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on OmniStar Financial Group's 13F filing for Q2 2020, filed 6 Jul 2020.