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Heck Capital Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Heck Capital 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
2023
Q4 		– Sell
-429
Closed -$21.4K – 200
2023
Q3 		$21.4K Hold
429
– – ﹤0.01% 160
2023
Q2 		$21.3K Hold
429
– – ﹤0.01% 147
2023
Q1 		$21.3K Buy
+429
New +$21.2K ﹤0.01% 134

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heck Capital Advisors's NEAR Position: Q4 2023 in Review

Heck Capital Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 429 shares — an estimated $21.4K sold.

Heck Capital Advisors first reported a position in NEAR in Q1 2023 and held it in 3 quarters. The position peaked at $21.4K in Q3 2023. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

  • Heck Capital Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Heck Capital Advisors sold 429 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $21.4K.
  • Heck Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and held it in 3 quarters.
  • Heck Capital Advisors's iShares Short Maturity Bond ETF position peaked at $21.4K in Q3 2023.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on Heck Capital Advisors's 13F filing for Q4 2023, filed 19 May 2025.