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

Cadence Bank’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
2023 Q4	–	Sell	-4,960	Closed	-$247K	–	337
2023 Q3	$247K	Hold	4,960	–	–	0.02%	295
2023 Q2	$247K	Hold	4,960	–	–	0.02%	299
2023 Q1	$246K	Hold	4,960	–	–	0.02%	299
2022 Q4	$244K	Hold	4,960	–	–	0.02%	301
2022 Q3	$244K	Buy	+4,960	New	+$244K	0.03%	296

Other funds holding NEAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cadence Bank's NEAR Position: Q4 2023 in Review

Cadence Bank sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 4,960 shares — an estimated $247K sold.

Cadence Bank first reported a position in NEAR in Q3 2022 and held it in 5 quarters. The position peaked at $247K in Q3 2023. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

Cadence Bank reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
Cadence Bank sold 4,960 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $247K.
Cadence Bank first reported a position in iShares Short Maturity Bond ETF in Q3 2022 and held it in 5 quarters.
Cadence Bank's iShares Short Maturity Bond ETF position peaked at $247K in Q3 2023.
341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on Cadence Bank's 13F filing for Q4 2023, filed 13 Feb 2024.