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HRT Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

HRT Financial’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
-11,361
Closed -$577K – 3243
2025
Q1 		$577K Buy
+11,361
New +$576K ﹤0.01% 1383
2024
Q3 		– Sell
-17,803
Closed -$896K – 2881
2024
Q2 		$896K Buy
17,803
+13,624
+326% +$683K 0.01% 1064
2024
Q1 		$210K Buy
+4,179
New +$211K ﹤0.01% 1752
2023
Q4 		– Sell
-13,936
Closed -$695K – 2825
2023
Q3 		$695K Buy
+13,936
New +$693K 0.01% 1213
2020
Q4 		– Sell
-4,014
Closed -$201K – 2246
2020
Q3 		$201K Buy
+4,014
New +$201K 0.01% 1364
2019
Q3 		– Sell
-6,486
Closed -$326K – 1530
2019
Q2 		$326K Buy
+6,486
New +$326K 0.02% 520

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HRT Financial's NEAR Position: Q2 2025 in Review

HRT Financial sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 11,361 shares — an estimated $577K sold.

HRT Financial first reported a position in NEAR in Q2 2019 and held it in 6 quarters. The position peaked at $896K in Q2 2024. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

  • HRT Financial reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 11,361 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $577K.
  • HRT Financial first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 6 quarters.
  • HRT Financial's iShares Short Maturity Bond ETF position peaked at $896K in Q2 2024.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.