First Horizon Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

First Horizon Advisors’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
2025 Q2	–	Sell	-227	Closed	-$11.5K	–	2435
2025 Q1	$11.5K	Buy	+227	New	+$11.5K	﹤0.01%	1541
2024 Q2	–	Sell	-709	Closed	-$35.8K	–	2342
2024 Q1	$35.8K	Hold	709	–	–	﹤0.01%	1109
2023 Q4	$35.8K	Buy	709 +97	+16%	+$4.86K	﹤0.01%	1092
2023 Q3	$30.5K	Buy	+612	New	+$30.4K	﹤0.01%	1076
2023 Q1	–	Sell	-1,276	Closed	-$62.9K	–	2514
2022 Q4	$62.9K	Buy	+1,276	New	+$62.7K	﹤0.01%	767
2021 Q4	–	Sell	-625	Closed	-$31K	–	2371
2021 Q3	$31K	Buy	625 +79	+14%	+$3.96K	﹤0.01%	1107
2021 Q2	$27K	Buy	546 +3	+0.6%	+$151	﹤0.01%	1004
2021 Q1	$27K	Buy	+543	New	+$27.3K	﹤0.01%	972
2020 Q2	–	Sell	-9	Closed	–	–	1441
2020 Q1	$0	Buy	+9	New	+$448	﹤0.01%	1505
2019 Q1	–	Sell	-1,454	Closed	-$72K	–	1616
2018 Q4	$72K	Buy	+1,454	New	+$72.7K	0.01%	455
2018 Q3	–	Sell	-100	Closed	-$5K	–	1557
2018 Q2	$5K	Buy	+100	New	+$5.01K	﹤0.01%	1302

Other funds holding NEAR

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Horizon Advisors's NEAR Position: Q2 2025 in Review

First Horizon Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 227 shares — an estimated $11.5K sold.

First Horizon Advisors first reported a position in NEAR in Q2 2018 and held it in 11 quarters. The position peaked at $72K in Q4 2018. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

First Horizon Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
First Horizon Advisors sold 227 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $11.5K.
First Horizon Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and held it in 11 quarters.
First Horizon Advisors's iShares Short Maturity Bond ETF position peaked at $72K in Q4 2018.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.