CFD
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Creative Financial Designs’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-22
Closed -$1.11K – 1713
2024
Q2 		$1.11K Hold
22
– – ﹤0.01% 1536
2024
Q1 		$1.11K Hold
22
– – ﹤0.01% 1539
2023
Q4 		$1.11K Hold
22
– – ﹤0.01% 1491
2023
Q3 		$1.1K Hold
22
– – ﹤0.01% 1390
2023
Q2 		$1.09K Hold
22
– – ﹤0.01% 1369
2023
Q1 		$1.09K Hold
22
– – ﹤0.01% 1298
2022
Q4 		$1.08K Hold
22
– – ﹤0.01% 1204
2022
Q3 		$1K Hold
22
– – ﹤0.01% 1243
2022
Q2 		$1K Hold
22
– – ﹤0.01% 1199
2022
Q1 		$1K Hold
22
– – ﹤0.01% 1216
2021
Q4 		$1K Hold
22
– – ﹤0.01% 1169
2021
Q3 		$1K Hold
22
– – ﹤0.01% 1365
2021
Q2 		$1K Hold
22
– – ﹤0.01% 1383
2021
Q1 		$1K Sell
22
-347
-94% -$17.4K ﹤0.01% 1269
2020
Q4 		$19K Sell
369
-768
-68% -$38.5K ﹤0.01% 732
2020
Q3 		$57K Buy
1,137
+868
+323% +$43.5K 0.01% 438
2020
Q2 		$13K Buy
269
+126
+88% +$6.23K ﹤0.01% 693
2020
Q1 		$7K Hold
143
– – ﹤0.01% 378
2019
Q4 		$7K Hold
143
– – ﹤0.01% 432
2019
Q3 		$7K Sell
143
-708
-83% -$35.6K ﹤0.01% 445
2019
Q2 		$43K Buy
851
+107
+14% +$5.37K 0.02% 239
2019
Q1 		$37K Buy
744
+601
+420% +$30.1K 0.02% 242
2018
Q4 		$7K Hold
143
– – 0.01% 405
2018
Q3 		$7K Hold
143
– – ﹤0.01% 478
2018
Q2 		$7K Hold
143
– – ﹤0.01% 509
2018
Q1 		$7K Buy
+143
New +$7.17K ﹤0.01% 459

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
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

Creative Financial Designs's NEAR Position: Q3 2024 in Review

Creative Financial Designs sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2024, closing a stake of 22 shares — an estimated $1.11K sold.

Creative Financial Designs first reported a position in NEAR in Q1 2018 and held it in 26 quarters. The position peaked at $57K in Q3 2020. 327 funds tracked by Wall St. Rank hold NEAR as of Q3 2024.

  • Creative Financial Designs reported no remaining iShares Short Maturity Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Creative Financial Designs sold 22 iShares Short Maturity Bond ETF shares in Q3 2024, an estimated $1.11K.
  • Creative Financial Designs first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 26 quarters.
  • Creative Financial Designs's iShares Short Maturity Bond ETF position peaked at $57K in Q3 2020.
  • 327 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2024.

Based on Creative Financial Designs's 13F filing for Q3 2024, filed 28 Oct 2024.