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Strategic Wealth Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Strategic Wealth Partners’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
Q4 		– Sell
-304
Closed -$15 – 368
2019
Q3 		$15 Buy
+304
New +$15.3K ﹤0.01% 432

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BlackRock
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LPL Financial
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UBS Group
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Fidelity Investments
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Betterment LLC
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TTSTC
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Strategic Wealth Partners's NEAR Position: Q4 2019 in Review

Strategic Wealth Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2019, closing a stake of 304 shares — an estimated $15 sold.

Strategic Wealth Partners first reported a position in NEAR in Q3 2019 and held it in 1 quarter. The position peaked at $15 in Q3 2019. 392 funds tracked by Wall St. Rank hold NEAR as of Q4 2019.

  • Strategic Wealth Partners reported no remaining iShares Short Maturity Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 304 iShares Short Maturity Bond ETF shares in Q4 2019, an estimated $15.
  • Strategic Wealth Partners first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's iShares Short Maturity Bond ETF position peaked at $15 in Q3 2019.
  • 392 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.