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Dynamic Advisor Solutions’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Dynamic Advisor 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
2024
Q4 		– Sell
-28,784
Closed -$1.47M – 758
2024
Q3 		$1.47M Buy
28,784
+3,911
+16% +$199K 0.04% 360
2024
Q2 		$1.25M Buy
24,873
+8,067
+48% +$405K 0.04% 398
2024
Q1 		$848K Hold
16,806
– – 0.03% 477
2023
Q4 		$848K Sell
16,806
-63,228
-79% -$3.16M 0.03% 452
2023
Q3 		$3.99M Buy
80,034
+7,961
+11% +$396K 0.19% 158
2023
Q2 		$3.58M Buy
72,073
+66,589
+1,214% +$3.3M 0.19% 151
2023
Q1 		$272K Sell
5,484
-1,571
-22% -$77.8K 0.02% 615
2022
Q4 		$348K Buy
7,055
+1,304
+23% +$64.1K 0.02% 522
2022
Q3 		$283K Buy
+5,751
New +$283K 0.02% 544
2021
Q4 		– Sell
-26,284
Closed -$1.32M – 772
2021
Q3 		$1.32M Sell
26,284
-2,535
-9% -$127K 0.1% 229
2021
Q2 		$1.45M Buy
28,819
+7,625
+36% +$383K 0.11% 209
2021
Q1 		$1.06M Buy
21,194
+87
+0.4% +$4.37K 0.1% 238
2020
Q4 		$1.06M Sell
21,107
-3,585
-15% -$180K 0.1% 230
2020
Q3 		$1.24M Buy
24,692
+368
+2% +$18.4K 0.14% 175
2020
Q2 		$1.22M Buy
24,324
+1,286
+6% +$63.6K 0.16% 155
2020
Q1 		$1.12M Buy
23,038
+546
+2% +$27.2K 0.2% 137
2019
Q4 		$1.13M Buy
22,492
+8,647
+62% +$435K 0.15% 166
2019
Q3 		$697K Buy
13,845
+2,697
+24% +$136K 0.11% 220
2019
Q2 		$561K Buy
+11,148
New +$560K 0.09% 235
2018
Q3 		– Sell
-9,594
Closed -$481K – 419
2018
Q2 		$481K Buy
9,594
+1,752
+22% +$87.8K 0.11% 218
2018
Q1 		$393K Buy
+7,842
New +$393K 0.1% 215

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

Dynamic Advisor Solutions's NEAR Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2024, closing a stake of 28,784 shares — an estimated $1.47M sold.

Dynamic Advisor Solutions first reported a position in NEAR in Q1 2018 and held it in 21 quarters. The position peaked at $3.99M in Q3 2023. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining iShares Short Maturity Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 28,784 iShares Short Maturity Bond ETF shares in Q4 2024, an estimated $1.47M.
  • Dynamic Advisor Solutions first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 21 quarters.
  • Dynamic Advisor Solutions's iShares Short Maturity Bond ETF position peaked at $3.99M in Q3 2023.
  • 348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.