CNA Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

CNA Financial’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 Q2	–	Sell	-100,000	Closed	-$5.05M	–	17
2024 Q1	$5.05M	Hold	100,000	–	–	2.52%	16
2023 Q4	$5.05M	Hold	100,000	–	–	3.32%	13
2023 Q3	$4.99M	Hold	100,000	–	–	2.8%	15
2023 Q2	$4.97M	Hold	100,000	–	–	2.99%	13
2023 Q1	$4.96M	Hold	100,000	–	–	2.99%	15
2022 Q4	$4.93M	Hold	100,000	–	–	3%	12
2022 Q3	$4.93M	Hold	100,000	–	–	1.87%	17
2022 Q2	$4.93M	Hold	100,000	–	–	1.72%	19
2022 Q1	$4.96M	Hold	100,000	–	–	1.54%	19
2021 Q4	$5M	Hold	100,000	–	–	1.31%	22
2021 Q3	$5.01M	Hold	100,000	–	–	1.37%	27
2021 Q2	$5.02M	Hold	100,000	–	–	1.42%	23
2021 Q1	$5.02M	Hold	100,000	–	–	1.54%	20
2020 Q4	$5.02M	Hold	100,000	–	–	1.58%	18
2020 Q3	$5.01M	Hold	100,000	–	–	1.84%	20
2020 Q2	$5M	Hold	100,000	–	–	1.98%	19
2020 Q1	$4.85M	Hold	100,000	–	–	2.04%	21
2019 Q4	$5.03M	Hold	100,000	–	–	1.35%	21
2019 Q3	$5.03M	Hold	100,000	–	–	1.12%	21
2019 Q2	$5.03M	Hold	100,000	–	–	1.05%	25
2019 Q1	$5.02M	Hold	100,000	–	–	1.07%	24
2018 Q4	$4.99M	Hold	100,000	–	–	1.08%	25
2018 Q3	$5.02M	Hold	100,000	–	–	1.04%	24
2018 Q2	$5.02M	Hold	100,000	–	–	1.1%	23
2018 Q1	$5.02M	Hold	100,000	–	–	1.07%	24
2017 Q4	$5.01M	Hold	100,000	–	–	1.21%	18
2017 Q3	$5.03M	Hold	100,000	–	–	1.27%	16
2017 Q2	$5.03M	Hold	100,000	–	–	1.18%	21
2017 Q1	$5.03M	Buy	+100,000	New	+$5.02M	1.11%	20

Other funds holding NEAR

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

CCA

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

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

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

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

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

RJFSA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CNA Financial's NEAR Position: Q2 2024 in Review

CNA Financial sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 100,000 shares — an estimated $5.05M sold.

CNA Financial first reported a position in NEAR in Q1 2017 and held it in 29 quarters. The position peaked at $5.05M in Q4 2023. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

CNA Financial reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
CNA Financial sold 100,000 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $5.05M.
CNA Financial first reported a position in iShares Short Maturity Bond ETF in Q1 2017 and held it in 29 quarters.
CNA Financial's iShares Short Maturity Bond ETF position peaked at $5.05M in Q4 2023.
321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on CNA Financial's 13F filing for Q2 2024, filed 29 Jul 2024.