CAS
NEAR icon

Coppell Advisory Solutions’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-67
Closed -$3.38K – 1306
2024
Q4 		$3.38K Hold
67
– – ﹤0.01% 1429
2024
Q3 		$3.44K Hold
67
– – ﹤0.01% 1339
2024
Q2 		$3.37K Buy
+67
New +$3.36K ﹤0.01% 1282
2023
Q4 		$3.38K Buy
+67
New +$3.35K ﹤0.01% 1192
2023
Q3 		– Sell
-67
Closed -$3.33K – 1428
2023
Q2 		$3.33K Buy
+67
New +$3.32K ﹤0.01% 940

Other funds holding NEAR

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coppell Advisory Solutions's NEAR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2025, closing a stake of 67 shares — an estimated $3.38K sold.

Coppell Advisory Solutions first reported a position in NEAR in Q2 2023 and held it in 5 quarters. The position peaked at $3.44K in Q3 2024. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares Short Maturity Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 67 iShares Short Maturity Bond ETF shares in Q1 2025, an estimated $3.38K.
  • Coppell Advisory Solutions first reported a position in iShares Short Maturity Bond ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's iShares Short Maturity Bond ETF position peaked at $3.44K in Q3 2024.
  • 363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.