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Planning Solutions Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Planning Solutions 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
2019
Q1 		– Sell
-39,044
Closed -$1.95M – 137
2018
Q4 		$1.95M Buy
+39,044
New +$1.95M 1.18% 19

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Planning Solutions Group's NEAR Position: Q1 2019 in Review

Planning Solutions Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2019, closing a stake of 39,044 shares — an estimated $1.95M sold.

Planning Solutions Group first reported a position in NEAR in Q4 2018 and held it in 1 quarter. The position peaked at $1.95M in Q4 2018. 309 funds tracked by Wall St. Rank hold NEAR as of Q1 2019.

  • Planning Solutions Group reported no remaining iShares Short Maturity Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Planning Solutions Group sold 39,044 iShares Short Maturity Bond ETF shares in Q1 2019, an estimated $1.95M.
  • Planning Solutions Group first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 1 quarter.
  • Planning Solutions Group's iShares Short Maturity Bond ETF position peaked at $1.95M in Q4 2018.
  • 309 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2019.

Based on Planning Solutions Group's 13F filing for Q1 2019, filed 10 May 2019.