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

Cresset Asset 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
Q4 		– Sell
-20,621
Closed -$1.06M – 2057
2024
Q3 		$1.06M Buy
20,621
+550
+3% +$28K ﹤0.01% 1141
2024
Q2 		$1.01M Buy
+20,071
New +$1.01M ﹤0.01% 1057
2019
Q2 		– Sell
-757
Closed -$38K – 1243
2019
Q1 		$38K Sell
757
-315
-29% -$15.8K ﹤0.01% 858
2018
Q4 		$53K Buy
+1,072
New +$53.6K ﹤0.01% 468

Other funds holding NEAR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
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

Cresset Asset Management's NEAR Position: Q4 2024 in Review

Cresset Asset Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2024, closing a stake of 20,621 shares — an estimated $1.06M sold.

Cresset Asset Management first reported a position in NEAR in Q4 2018 and held it in 4 quarters. The position peaked at $1.06M in Q3 2024. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

  • Cresset Asset Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 20,621 iShares Short Maturity Bond ETF shares in Q4 2024, an estimated $1.06M.
  • Cresset Asset Management first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 4 quarters.
  • Cresset Asset Management's iShares Short Maturity Bond ETF position peaked at $1.06M in Q3 2024.
  • 348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.