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

Cohanzick 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
2023
Q3 		– Sell
-6,363
Closed -$6.36K – 57
2023
Q2 		$6.36K Buy
+6,363
New +$316K 0.01% 55

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cohanzick Management's NEAR Position: Q3 2023 in Review

Cohanzick Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2023, closing a stake of 6,363 shares — an estimated $6.36K sold.

Cohanzick Management first reported a position in NEAR in Q2 2023 and held it in 1 quarter. The position peaked at $6.36K in Q2 2023. 335 funds tracked by Wall St. Rank hold NEAR as of Q3 2023.

  • Cohanzick Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Cohanzick Management sold 6,363 iShares Short Maturity Bond ETF shares in Q3 2023, an estimated $6.36K.
  • Cohanzick Management first reported a position in iShares Short Maturity Bond ETF in Q2 2023 and held it in 1 quarter.
  • Cohanzick Management's iShares Short Maturity Bond ETF position peaked at $6.36K in Q2 2023.
  • 335 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2023.

Based on Cohanzick Management's 13F filing for Q3 2023, filed 14 Nov 2023.