MM
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Main Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Main Management’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
Q3 		– Sell
-7,595
Closed -$382K – 147
2024
Q2 		$382K Hold
7,595
– – 0.03% 60
2024
Q1 		$383K Hold
7,595
– – 0.03% 60
2023
Q4 		$384K Hold
7,595
– – 0.04% 53
2023
Q3 		$379K Hold
7,595
– – 0.04% 54
2023
Q2 		$378K Hold
7,595
– – 0.04% 56
2023
Q1 		$377K Hold
7,595
– – 0.04% 62
2022
Q4 		$374K Hold
7,595
– – 0.04% 71
2022
Q3 		$374K Hold
7,595
– – 0.05% 82
2022
Q2 		$374K Hold
7,595
– – 0.04% 86
2022
Q1 		$376K Hold
7,595
– – 0.04% 88
2021
Q4 		$379K Hold
7,595
– – 0.04% 89
2021
Q3 		$381K Hold
7,595
– – 0.04% 79
2021
Q2 		$381K Hold
7,595
– – 0.04% 85
2021
Q1 		$381K Hold
7,595
– – 0.04% 84
2020
Q4 		$381K Hold
7,595
– – 0.05% 79
2020
Q3 		$381K Hold
7,595
– – 0.05% 69
2020
Q2 		$380K Sell
7,595
-502,369
-99% -$24.8M 0.06% 63
2020
Q1 		$24.7M Sell
509,964
-45,666
-8% -$2.27M 4.56% 6
2019
Q4 		$27.9M Buy
555,630
+7,482
+1% +$376K 3.75% 9
2019
Q3 		$27.6M Buy
548,148
+2,367
+0.4% +$119K 3.83% 9
2019
Q2 		$27.5M Buy
545,781
+44,381
+9% +$2.23M 3.99% 7
2019
Q1 		$25.2M Sell
501,400
-31,971
-6% -$1.6M 3.71% 6
2018
Q4 		$26.6M Buy
533,371
+24,018
+5% +$1.2M 4.07% 8
2018
Q3 		$25.6M Sell
509,353
-2,054
-0.4% -$103K 3.68% 9
2018
Q2 		$25.7M Buy
511,407
+15,925
+3% +$798K 3.46% 10
2018
Q1 		$24.9M Buy
495,482
+104,489
+27% +$5.24M 3.4% 10
2017
Q4 		$19.6M Buy
390,993
+27,853
+8% +$1.4M 2.85% 11
2017
Q3 		$18.3M Buy
363,140
+17,175
+5% +$863K 2.71% 11
2017
Q2 		$17.4M Buy
345,965
+108,569
+46% +$5.45M 2.66% 11
2017
Q1 		$11.9M Buy
237,396
+164,409
+225% +$8.25M 1.92% 14
2016
Q4 		$3.66M Buy
+72,987
New +$3.66M 0.63% 19

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Main Management's NEAR Position: Q3 2024 in Review

Main Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2024, closing a stake of 7,595 shares — an estimated $382K sold.

Main Management first reported a position in NEAR in Q4 2016 and held it in 31 quarters. The position peaked at $27.9M in Q4 2019. 327 funds tracked by Wall St. Rank hold NEAR as of Q3 2024.

  • Main Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Main Management sold 7,595 iShares Short Maturity Bond ETF shares in Q3 2024, an estimated $382K.
  • Main Management first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and held it in 31 quarters.
  • Main Management's iShares Short Maturity Bond ETF position peaked at $27.9M in Q4 2019.
  • 327 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2024.

Based on Main Management's 13F filing for Q3 2024, filed 15 Nov 2024.