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Caldwell Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Caldwell Trust’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
Q2 		– Sell
-165
Closed -$8.18K – 750
2022
Q1 		$8.18K Buy
+165
New +$8.21K ﹤0.01% 654
2021
Q3 		– Sell
-319
Closed -$16K – 746
2021
Q2 		$16K Hold
319
– – ﹤0.01% 592
2021
Q1 		$16K Hold
319
– – ﹤0.01% 582
2020
Q4 		$16K Hold
319
– – ﹤0.01% 573
2020
Q3 		$16K Sell
319
-638
-67% -$31.9K ﹤0.01% 556
2020
Q2 		$47.9K Sell
957
-1
-0.1% -$49 0.01% 420
2020
Q1 		$46.5K Hold
958
– – 0.01% 422
2019
Q4 		$48.1K Buy
+958
New +$48.2K 0.01% 466

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Caldwell Trust's NEAR Position: Q2 2022 in Review

Caldwell Trust sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 165 shares — an estimated $8.18K sold.

Caldwell Trust first reported a position in NEAR in Q4 2019 and held it in 8 quarters. The position peaked at $48.1K in Q4 2019. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

  • Caldwell Trust reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Caldwell Trust sold 165 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $8.18K.
  • Caldwell Trust first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 8 quarters.
  • Caldwell Trust's iShares Short Maturity Bond ETF position peaked at $48.1K in Q4 2019.
  • 352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Caldwell Trust's 13F filing for Q2 2022, filed 2 Oct 2025.