PFBT
NEAR icon

Parkside Financial Bank & Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Parkside Financial Bank & Trust’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
2023
Q1 		– Sell
-879
Closed -$43.3K – 2070
2022
Q4 		$43.3K Buy
+879
New +$43.2K 0.01% 620
2019
Q2 		– Sell
-52
Closed -$3K – 1634
2019
Q1 		$3K Buy
+52
New +$2.6K ﹤0.01% 1083

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Parkside Financial Bank & Trust's NEAR Position: Q1 2023 in Review

Parkside Financial Bank & Trust sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2023, closing a stake of 879 shares — an estimated $43.3K sold.

Parkside Financial Bank & Trust first reported a position in NEAR in Q1 2019 and held it in 2 quarters. The position peaked at $43.3K in Q4 2022. 341 funds tracked by Wall St. Rank hold NEAR as of Q1 2023.

  • Parkside Financial Bank & Trust reported no remaining iShares Short Maturity Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 879 iShares Short Maturity Bond ETF shares in Q1 2023, an estimated $43.3K.
  • Parkside Financial Bank & Trust first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's iShares Short Maturity Bond ETF position peaked at $43.3K in Q4 2022.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2023, filed 4 May 2023.