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Chesapeake Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Chesapeake Asset 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
2024
Q1 		– Sell
-58
Closed -$2.93K – 382
2023
Q4 		$2.93K Hold
58
– – ﹤0.01% 337
2023
Q3 		$2.89K Hold
58
– – ﹤0.01% 354
2023
Q2 		$2.88K Sell
58
-198
-77% -$9.82K ﹤0.01% 342
2023
Q1 		$12.7K Buy
+256
New +$12.7K 0.01% 226

Other funds holding NEAR

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chesapeake Asset Management's NEAR Position: Q1 2024 in Review

Chesapeake Asset Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2024, closing a stake of 58 shares — an estimated $2.93K sold.

Chesapeake Asset Management first reported a position in NEAR in Q1 2023 and held it in 4 quarters. The position peaked at $12.7K in Q1 2023. 331 funds tracked by Wall St. Rank hold NEAR as of Q1 2024.

  • Chesapeake Asset Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Chesapeake Asset Management sold 58 iShares Short Maturity Bond ETF shares in Q1 2024, an estimated $2.93K.
  • Chesapeake Asset Management first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and held it in 4 quarters.
  • Chesapeake Asset Management's iShares Short Maturity Bond ETF position peaked at $12.7K in Q1 2023.
  • 331 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2024.

Based on Chesapeake Asset Management's 13F filing for Q1 2024, filed 5 Jan 2026.