Bessemer Group
NEAR icon

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

Bessemer 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
2025
Q1 		– Sell
-1,767
Closed -$89K – 2642
2024
Q4 		$89K Buy
+1,767
New +$89.6K ﹤0.01% 1214
2023
Q3 		– Sell
-10,100
Closed -$502K – 2274
2023
Q2 		$502K Sell
10,100
-43,900
-81% -$2.18M ﹤0.01% 813
2023
Q1 		$2.68M Hold
54,000
– – 0.01% 415
2022
Q4 		$2.66M Buy
+54,000
New +$2.65M 0.01% 411
2017
Q2 		– Sell
-24,000
Closed -$1.21M – 1888
2017
Q1 		$1.21M Buy
+24,000
New +$1.2M 0.01% 648

Other funds holding NEAR

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bessemer Group's NEAR Position: Q1 2025 in Review

Bessemer Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2025, closing a stake of 1,767 shares — an estimated $89K sold.

Bessemer Group first reported a position in NEAR in Q1 2017 and held it in 5 quarters. The position peaked at $2.68M in Q1 2023. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

  • Bessemer Group reported no remaining iShares Short Maturity Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 1,767 iShares Short Maturity Bond ETF shares in Q1 2025, an estimated $89K.
  • Bessemer Group first reported a position in iShares Short Maturity Bond ETF in Q1 2017 and held it in 5 quarters.
  • Bessemer Group's iShares Short Maturity Bond ETF position peaked at $2.68M in Q1 2023.
  • 363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.