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

Principal 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
-5,716
Closed -$277K – 2351
2020
Q1 		$277K Buy
+5,716
New +$285K ﹤0.01% 1981
2019
Q4 		– Sell
-4,618
Closed -$232K – 2262
2019
Q3 		$232K Buy
+4,618
New +$232K ﹤0.01% 2106
2018
Q2 		– Sell
-124,396
Closed -$6.24M – 2296
2018
Q1 		$6.24M Hold
124,396
– – 0.01% 1486
2017
Q4 		$6.24M Buy
+124,396
New +$6.25M 0.01% 1483
2017
Q3 		– Sell
-60,067
Closed -$3.02M – 2229
2017
Q2 		$3.02M Buy
+60,067
New +$3.02M ﹤0.01% 1687

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return

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

Principal Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2020, closing a stake of 5,716 shares — an estimated $277K sold.

Principal Financial Group first reported a position in NEAR in Q2 2017 and held it in 5 quarters. The position peaked at $6.24M in Q1 2018. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

  • Principal Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Principal Financial Group sold 5,716 iShares Short Maturity Bond ETF shares in Q2 2020, an estimated $277K.
  • Principal Financial Group first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and held it in 5 quarters.
  • Principal Financial Group's iShares Short Maturity Bond ETF position peaked at $6.24M in Q1 2018.
  • 371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on Principal Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.