AIM
NEAR icon

Astor Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Astor Investment 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
2025
Q2 		$4.75M Buy
93,013
+37,520
+68% +$1.91M 2.57% 13
2025
Q1 		$2.82M Buy
55,493
+35,919
+184% +$1.82M 1.5% 20
2024
Q4 		$988K Sell
19,574
-2,124
-10% -$108K 0.51% 24
2024
Q3 		$1.11M Sell
21,698
-1,133
-5% -$57.6K 0.53% 23
2024
Q2 		$1.15M Sell
22,831
-2,614
-10% -$131K 0.53% 23
2024
Q1 		$1.28M Sell
25,445
-82,957
-77% -$4.19M 0.51% 24
2023
Q4 		$5.48M Sell
108,402
-2,461
-2% -$123K 2.1% 14
2023
Q3 		$5.53M Buy
110,863
+82,109
+286% +$4.08M 2.08% 14
2023
Q2 		$1.43M Sell
28,754
-82,717
-74% -$4.1M 0.48% 19
2023
Q1 		$5.53M Sell
111,471
-926
-0.8% -$45.9K 1.79% 14
2022
Q4 		$5.54M Sell
112,397
-11,893
-10% -$585K 1.69% 12
2022
Q3 		$6.12M Buy
124,290
+24,709
+25% +$1.22M 1.75% 12
2022
Q2 		$4.91M Buy
99,581
+57,167
+135% +$2.83M 1.31% 18
2022
Q1 		$2.1M Buy
+42,414
New +$2.11M 0.5% 26
2021
Q4 		– Sell
-505
Closed -$25K – 58
2021
Q3 		$25K Buy
505
+1
+0.2% +$50 0.01% 44
2021
Q2 		$25K Hold
504
– – 0.01% 51
2021
Q1 		$25K Hold
504
– – 0.01% 49
2020
Q4 		$25K Hold
504
– – 0.01% 43
2020
Q3 		$25K Sell
504
-46,691
-99% -$2.34M 0.01% 45
2020
Q2 		$2.36M Buy
+47,195
New +$2.33M 0.47% 22
2019
Q4 		$52.8M Sell
1,051,008
-123,289
-10% -$6.2M 8.92% 4
2019
Q3 		$59.1M Buy
1,174,297
+139,675
+14% +$7.02M 9.47% 4
2019
Q2 		$52.1M Buy
1,034,622
+531,764
+106% +$26.7M 8.46% 5
2019
Q1 		$25.3M Buy
502,858
+487,636
+3,203% +$24.4M 4.18% 9
2018
Q4 		$758K Buy
15,222
+5,477
+56% +$274K 0.14% 25
2018
Q3 		$489K Buy
9,745
+1,171
+14% +$58.7K 0.08% 30
2018
Q2 		$430K Buy
8,574
+1,461
+21% +$73.2K 0.07% 37
2018
Q1 		$357K Sell
7,113
-429
-6% -$21.5K 0.06% 38
2017
Q4 		$378K Sell
7,542
-211
-3% -$10.6K 0.07% 40
2017
Q3 		$390K Sell
7,753
-2,394
-24% -$120K 0.07% 36
2017
Q2 		$510K Buy
10,147
+1,202
+13% +$60.4K 0.1% 35
2017
Q1 		$449K Sell
8,945
-312
-3% -$15.7K 0.08% 36
2016
Q4 		$465K Buy
9,257
+1,320
+17% +$66.2K 0.09% 35
2016
Q3 		$398K Sell
7,937
-423,183
-98% -$21.2M 0.08% 31
2016
Q2 		$21.6M Sell
431,120
-339,327
-44% -$17M 3.9% 9
2016
Q1 		$38.6M Buy
770,447
+589,501
+326% +$29.5M 6.59% 5
2015
Q4 		$9.05M Sell
180,946
-9,172
-5% -$459K 1.42% 21
2015
Q3 		$9.52M Buy
190,118
+650
+0.3% +$32.6K 1.45% 19
2015
Q2 		$9.5M Buy
189,468
+184,264
+3,541% +$9.24M 1.35% 23
2015
Q1 		$261K Buy
5,204
+489
+10% +$24.5K 0.04% 33
2014
Q4 		$236K Buy
4,715
+317
+7% +$15.9K 0.04% 33
2014
Q3 		$221K Buy
4,398
+38
+0.9% +$1.91K 0.04% 32
2014
Q2 		$219K Buy
+4,360
New +$219K 0.04% 33

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Astor Investment Management's NEAR Position: Q2 2025 in Review

Astor Investment Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 68% in Q2 2025, buying an estimated $1.91M and bringing the position to 93,013 shares worth $4.75M. The position accounts for 2.57% of the portfolio, ranked #13.

Astor Investment Management first reported a position in NEAR in Q2 2014 and has held it in 43 quarters since. The position peaked at $59.1M in Q3 2019. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

  • Astor Investment Management held 93,013 shares of iShares Short Maturity Bond ETF worth $4.75M as of Q2 2025.
  • Astor Investment Management bought 37,520 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $1.91M.
  • iShares Short Maturity Bond ETF made up 2.57% of Astor Investment Management's portfolio in Q2 2025, its #13 holding.
  • Astor Investment Management first reported a position in iShares Short Maturity Bond ETF in Q2 2014 and has held it in 43 quarters since.
  • Astor Investment Management's iShares Short Maturity Bond ETF position peaked at $59.1M in Q3 2019.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Astor Investment Management's 13F filing for Q2 2025, filed 18 Jul 2025.