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

Avior 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
2025
Q1 		– Sell
-2,097
Closed -$106K – 1760
2024
Q4 		$106K Sell
2,097
-511
-20% -$25.9K ﹤0.01% 877
2024
Q3 		$134K Sell
2,608
-517
-17% -$26.3K 0.01% 799
2024
Q2 		$157K Hold
3,125
– – 0.01% 737
2024
Q1 		$158K Buy
+3,125
New +$158K 0.01% 780
2022
Q3 		– Sell
-52
Closed -$2K – 1245
2022
Q2 		$2K Hold
52
– – ﹤0.01% 951
2022
Q1 		$2K Hold
52
– – ﹤0.01% 991
2021
Q4 		$2K Hold
52
– – ﹤0.01% 979
2021
Q3 		$2K Hold
52
– – ﹤0.01% 949
2021
Q2 		$2K Sell
52
-1
-2% -$50 ﹤0.01% 911
2021
Q1 		$2K Buy
53
+1
+2% +$50 ﹤0.01% 912
2020
Q4 		$2K Sell
52
-35
-40% -$1.75K ﹤0.01% 882
2020
Q3 		$4K Sell
87
-326
-79% -$16.3K ﹤0.01% 771
2020
Q2 		$20K Buy
+413
New +$20.4K ﹤0.01% 575
2016
Q3 		– Sell
-316
Closed -$16K – 485
2016
Q2 		$16K Hold
316
– – 0.01% 302
2016
Q1 		$16K Buy
+316
New +$15.8K 0.01% 308

Other funds holding NEAR

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avior Wealth Management's NEAR Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2025, closing a stake of 2,097 shares — an estimated $106K sold.

Avior Wealth Management first reported a position in NEAR in Q1 2016 and held it in 15 quarters. The position peaked at $158K in Q1 2024. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,097 iShares Short Maturity Bond ETF shares in Q1 2025, an estimated $106K.
  • Avior Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2016 and held it in 15 quarters.
  • Avior Wealth Management's iShares Short Maturity Bond ETF position peaked at $158K in Q1 2024.
  • 363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.