Millennium Management
NEAR icon

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

Millennium 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
Q2 		– Sell
-9,610
Closed -$485K – 6320
2024
Q1 		$485K Buy
+9,610
New +$485K ﹤0.01% 4843
2023
Q4 		– Sell
-7,298
Closed -$364K – 6370
2023
Q3 		$364K Buy
+7,298
New +$363K ﹤0.01% 4830
2020
Q3 		– Sell
-80,957
Closed -$4.05M – 4702
2020
Q2 		$4.05M Buy
+80,957
New +$4M 0.01% 1962
2020
Q1 		– Sell
-121,470
Closed -$6.1M – 4271
2019
Q4 		$6.1M Sell
121,470
-52
-0% -$2.62K 0.01% 1757
2019
Q3 		$6.12M Buy
+121,522
New +$6.11M 0.01% 1646
2017
Q4 		– Sell
-7,080
Closed -$356K – 3983
2017
Q3 		$356K Buy
+7,080
New +$356K ﹤0.01% 2994

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management's NEAR Position: Q2 2024 in Review

Millennium Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 9,610 shares — an estimated $485K sold.

Millennium Management first reported a position in NEAR in Q3 2017 and held it in 6 quarters. The position peaked at $6.12M in Q3 2019. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • Millennium Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Millennium Management sold 9,610 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $485K.
  • Millennium Management first reported a position in iShares Short Maturity Bond ETF in Q3 2017 and held it in 6 quarters.
  • Millennium Management's iShares Short Maturity Bond ETF position peaked at $6.12M in Q3 2019.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Millennium Management's 13F filing for Q2 2024, filed 14 Aug 2024.