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

Moseley Investment 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
2023
Q4 		– Sell
-9,586
Closed -$478K – 151
2023
Q3 		$478K Sell
9,586
-50,595
-84% -$2.52M 0.29% 80
2023
Q2 		$2.99M Sell
60,181
-6,809
-10% -$338K 1.75% 13
2023
Q1 		$3.32M Sell
66,990
-650
-1% -$32.2K 2.16% 11
2022
Q4 		$3.33M Buy
67,640
+1,857
+3% +$91.3K 2.39% 7
2022
Q3 		$3.24M Buy
65,783
+7,928
+14% +$391K 2.38% 9
2022
Q2 		$2.85M Sell
57,855
-207
-0.4% -$10.2K 1.99% 10
2022
Q1 		$2.88M Sell
58,062
-4,739
-8% -$236K 1.56% 12
2021
Q4 		$3.14M Buy
62,801
+5,238
+9% +$262K 1.43% 16
2021
Q3 		$2.88M Buy
57,563
+7,815
+16% +$392K 1.44% 15
2021
Q2 		$2.5M Buy
49,748
+11,350
+30% +$569K 1.23% 18
2021
Q1 		$1.93M Buy
38,398
+8,261
+27% +$415K 1.07% 28
2020
Q4 		$1.51M Buy
30,137
+14,127
+88% +$708K 0.88% 32
2020
Q3 		$802K Buy
16,010
+103
+0.6% +$5.16K 0.57% 47
2020
Q2 		$796K Sell
15,907
-26,051
-62% -$1.29M 0.66% 45
2020
Q1 		$2.04M Sell
41,958
-1,966
-4% -$97.9K 2.39% 7
2019
Q4 		$2.21M Sell
43,924
-14,845
-25% -$747K 2.17% 7
2019
Q3 		$2.96M Sell
58,769
-15,466
-21% -$778K 3.1% 6
2019
Q2 		$3.74M Buy
74,235
+17,149
+30% +$861K 3.48% 4
2019
Q1 		$2.87M Buy
+57,086
New +$2.86M 2.98% 6

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moseley Investment Management's NEAR Position: Q4 2023 in Review

Moseley Investment Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 9,586 shares — an estimated $478K sold.

Moseley Investment Management first reported a position in NEAR in Q1 2019 and held it in 19 quarters. The position peaked at $3.74M in Q2 2019. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

  • Moseley Investment Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Moseley Investment Management sold 9,586 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $478K.
  • Moseley Investment Management first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 19 quarters.
  • Moseley Investment Management's iShares Short Maturity Bond ETF position peaked at $3.74M in Q2 2019.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on Moseley Investment Management's 13F filing for Q4 2023, filed 25 Jan 2024.