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Cadence Bank NA’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Cadence Bank NA’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
2022
Q3 		– Sell
-4,960
Closed -$244K – 146
2022
Q2 		$244K Hold
4,960
– – 0.08% 181
2022
Q1 		$246K Hold
4,960
– – 0.07% 191
2021
Q4 		$248K Buy
+4,960
New +$248K 0.07% 190

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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
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cadence Bank NA's NEAR Position: Q3 2022 in Review

Cadence Bank NA sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 4,960 shares — an estimated $244K sold.

Cadence Bank NA first reported a position in NEAR in Q4 2021 and held it in 3 quarters. The position peaked at $248K in Q4 2021. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

  • Cadence Bank NA reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Cadence Bank NA sold 4,960 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $244K.
  • Cadence Bank NA first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 3 quarters.
  • Cadence Bank NA's iShares Short Maturity Bond ETF position peaked at $248K in Q4 2021.
  • 337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.