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Cullen/Frost Bankers’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Cullen/Frost Bankers’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
-1,273
Closed -$64.2K – 1290
2024
Q1 		$64.2K Buy
+1,273
New +$64.2K ﹤0.01% 622

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

Cullen/Frost Bankers's NEAR Position: Q2 2024 in Review

Cullen/Frost Bankers sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 1,273 shares — an estimated $64.2K sold.

Cullen/Frost Bankers first reported a position in NEAR in Q1 2024 and held it in 1 quarter. The position peaked at $64.2K in Q1 2024. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • Cullen/Frost Bankers reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cullen/Frost Bankers sold 1,273 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $64.2K.
  • Cullen/Frost Bankers first reported a position in iShares Short Maturity Bond ETF in Q1 2024 and held it in 1 quarter.
  • Cullen/Frost Bankers's iShares Short Maturity Bond ETF position peaked at $64.2K in Q1 2024.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Cullen/Frost Bankers's 13F filing for Q2 2024, filed 5 Aug 2024.