Federation des caisses Desjardins du Quebec’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Federation des caisses Desjardins du Quebec’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	-93	Closed	-$4.76K	–	2596
2024 Q3	$4.76K	Hold	93	–	–	﹤0.01%	2088
2024 Q2	$4.68K	Hold	93	–	–	﹤0.01%	1973
2024 Q1	$4.69K	Hold	93	–	–	﹤0.01%	1972
2023 Q4	$4.7K	Hold	93	–	–	﹤0.01%	1916
2023 Q3	$4.64K	Hold	93	–	–	﹤0.01%	1932
2023 Q2	$4.62K	Hold	93	–	–	﹤0.01%	1931
2023 Q1	$4.61K	Hold	93	–	–	﹤0.01%	1930
2022 Q4	$4.58K	Hold	93	–	–	﹤0.01%	2054
2022 Q3	$4.58K	Hold	93	–	–	﹤0.01%	2099
2022 Q2	$4.58K	Hold	93	–	–	﹤0.01%	2142
2022 Q1	$4.61K	Buy	+93	New	+$4.63K	﹤0.01%	2218

Other funds holding NEAR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's NEAR Position: Q4 2024 in Review

Federation des caisses Desjardins du Quebec sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2024, closing a stake of 93 shares — an estimated $4.76K sold.

Federation des caisses Desjardins du Quebec first reported a position in NEAR in Q1 2022 and held it in 11 quarters. The position peaked at $4.76K in Q3 2024. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

Federation des caisses Desjardins du Quebec reported no remaining iShares Short Maturity Bond ETF position as of Q4 2024 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 93 iShares Short Maturity Bond ETF shares in Q4 2024, an estimated $4.76K.
Federation des caisses Desjardins du Quebec first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and held it in 11 quarters.
Federation des caisses Desjardins du Quebec's iShares Short Maturity Bond ETF position peaked at $4.76K in Q3 2024.
348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q4 2024, filed 14 Feb 2025.