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PRW Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

PRW Wealth Management’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
Q3 		– Sell
-13,773
Closed -$691K – 221
2021
Q2 		$691K Buy
+13,773
New +$691K 0.2% 127

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

PRW Wealth Management's NEAR Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2021, closing a stake of 13,773 shares — an estimated $691K sold.

PRW Wealth Management first reported a position in NEAR in Q2 2021 and held it in 1 quarter. The position peaked at $691K in Q2 2021. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 13,773 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $691K.
  • PRW Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares Short Maturity Bond ETF position peaked at $691K in Q2 2021.
  • 360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.