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Meitav Investment House’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Meitav Investment House’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
-5,103
Closed -$257K – 235
2024
Q4 		$257K Sell
5,103
-400
-7% -$20.3K ﹤0.01% 207
2024
Q3 		$280K Hold
5,503
– – ﹤0.01% 204
2024
Q2 		$276K Sell
5,503
-95
-2% -$4.76K ﹤0.01% 203
2024
Q1 		$281K Hold
5,598
– – 0.01% 205
2023
Q4 		$281K Hold
5,598
– – ﹤0.01% 298
2023
Q3 		$278K Sell
5,598
-698
-11% -$34.7K ﹤0.01% 296
2023
Q2 		$312K Hold
6,296
– – 0.01% 312
2023
Q1 		$314K Sell
6,296
-160
-2% -$7.92K 0.01% 317
2022
Q4 		$317K Hold
6,456
– – 0.01% 320
2022
Q3 		$318K Buy
+6,456
New +$318K 0.01% 318
2022
Q2 		– Sell
-6,254
Closed -$308K – 372
2022
Q1 		$308K Sell
6,254
-60
-1% -$2.99K ﹤0.01% 341
2021
Q4 		$313K Sell
6,314
-400
-6% -$20K 0.01% 342
2021
Q3 		$335K Buy
6,714
+210
+3% +$10.5K 0.01% 343
2021
Q2 		$325K Buy
+6,504
New +$326K 0.01% 351

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

Meitav Investment House's NEAR Position: Q1 2025 in Review

Meitav Investment House sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2025, closing a stake of 5,103 shares — an estimated $257K sold.

Meitav Investment House first reported a position in NEAR in Q2 2021 and held it in 14 quarters. The position peaked at $335K in Q3 2021. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

  • Meitav Investment House reported no remaining iShares Short Maturity Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Meitav Investment House sold 5,103 iShares Short Maturity Bond ETF shares in Q1 2025, an estimated $257K.
  • Meitav Investment House first reported a position in iShares Short Maturity Bond ETF in Q2 2021 and held it in 14 quarters.
  • Meitav Investment House's iShares Short Maturity Bond ETF position peaked at $335K in Q3 2021.
  • 363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on Meitav Investment House's 13F filing for Q1 2025, filed 12 May 2025.