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 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

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.