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Lee, Danner & Bass’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-400
Closed -$20.2K – 543
2024
Q4 		$20.2K Buy
+400
New +$20.3K ﹤0.01% 459

Other funds holding NEAR

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee, Danner & Bass's NEAR Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2025, closing a stake of 400 shares — an estimated $20.2K sold.

Lee, Danner & Bass first reported a position in NEAR in Q4 2024 and held it in 1 quarter. The position peaked at $20.2K in Q4 2024. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Short Maturity Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 400 iShares Short Maturity Bond ETF shares in Q1 2025, an estimated $20.2K.
  • Lee, Danner & Bass first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Short Maturity Bond ETF position peaked at $20.2K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.