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

Crabel Capital 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
Q2 		– Sell
-9,928
Closed -$501K – 48
2024
Q1 		$501K Sell
9,928
-8,863
-47% -$447K 0.44% 45
2023
Q4 		$949K Sell
18,791
-3,988
-18% -$200K 0.45% 49
2023
Q3 		$1.14M Sell
22,779
-57,557
-72% -$2.86M 0.91% 25
2023
Q2 		$3.99M Buy
80,336
+64,978
+423% +$3.22M 1.65% 26
2023
Q1 		$762K Sell
15,358
-51,126
-77% -$2.53M 0.34% 54
2022
Q4 		$3.28M Buy
+66,484
New +$3.27M 1.19% 37
2022
Q2 		– Sell
-22,091
Closed -$1.09M – 92
2022
Q1 		$1.09M Sell
22,091
-37,298
-63% -$1.86M 0.34% 65
2021
Q4 		$2.97M Buy
59,389
+32,165
+118% +$1.61M 0.53% 59
2021
Q3 		$1.36M Sell
27,224
-42,135
-61% -$2.11M 0.42% 60
2021
Q2 		$3.48M Sell
69,359
-378,169
-85% -$19M 0.72% 52
2021
Q1 		$22.5M Buy
447,528
+267,325
+148% +$13.4M 5.85% 2
2020
Q4 		$9.04M Buy
180,203
+163,763
+996% +$8.21M 2.18% 20
2020
Q3 		$824K Buy
+16,440
New +$823K 1.63% 15
2018
Q4 		– Sell
-17,844
Closed -$896K – 70
2018
Q3 		$896K Hold
17,844
– – 0.42% 23
2018
Q2 		$895K Hold
17,844
– – 0.49% 20
2018
Q1 		$895K Hold
17,844
– – 0.8% 14
2017
Q4 		$894K Buy
+17,844
New +$896K 0.6% 25

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
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
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
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
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crabel Capital Management's NEAR Position: Q2 2024 in Review

Crabel Capital Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 9,928 shares — an estimated $501K sold.

Crabel Capital Management first reported a position in NEAR in Q4 2017 and held it in 17 quarters. The position peaked at $22.5M in Q1 2021. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • Crabel Capital Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Crabel Capital Management sold 9,928 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $501K.
  • Crabel Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 17 quarters.
  • Crabel Capital Management's iShares Short Maturity Bond ETF position peaked at $22.5M in Q1 2021.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Crabel Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.