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

First Manhattan’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	-229	Closed	-$11.6K	–	1080
2024 Q1	$11.6K	Hold	229	–	–	﹤0.01%	1093
2023 Q4	$11.6K	Hold	229	–	–	﹤0.01%	1094
2023 Q3	$11.4K	Hold	229	–	–	﹤0.01%	1112
2023 Q2	$11.4K	Hold	229	–	–	﹤0.01%	1117
2023 Q1	$11.4K	Hold	229	–	–	﹤0.01%	1190
2022 Q4	$11.3K	Sell	229 -121	-35%	-$5.95K	﹤0.01%	1229
2022 Q3	$17K	Hold	350	–	–	﹤0.01%	1120
2022 Q2	$17K	Hold	350	–	–	﹤0.01%	1148
2022 Q1	$17K	Hold	350	–	–	﹤0.01%	1193
2021 Q4	$17K	Hold	350	–	–	﹤0.01%	1194
2021 Q3	$17K	Hold	350	–	–	﹤0.01%	1190
2021 Q2	$17K	Hold	350	–	–	﹤0.01%	1184
2021 Q1	$17K	Hold	350	–	–	﹤0.01%	1161
2020 Q4	$17K	Hold	350	–	–	﹤0.01%	1082
2020 Q3	$17K	Buy	350 +229	+189%	+$11.5K	﹤0.01%	1047
2020 Q2	$6K	Hold	121	–	–	﹤0.01%	1224
2020 Q1	$5K	Hold	121	–	–	﹤0.01%	1233
2019 Q4	$6K	Hold	121	–	–	﹤0.01%	1188
2019 Q3	$6K	Hold	121	–	–	﹤0.01%	1199
2019 Q2	$6K	Buy	+121	New	+$6.08K	﹤0.01%	1222

Other funds holding NEAR

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

First Manhattan's NEAR Position: Q2 2024 in Review

First Manhattan sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 229 shares — an estimated $11.6K sold.

First Manhattan first reported a position in NEAR in Q2 2019 and held it in 20 quarters. The position peaked at $17K in Q3 2022. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

First Manhattan reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 229 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $11.6K.
First Manhattan first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 20 quarters.
First Manhattan's iShares Short Maturity Bond ETF position peaked at $17K in Q3 2022.
321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.