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Old Mission Capital’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Old Mission Capital’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
Q3 		– Sell
-21,620
Closed -$1.1M – 1231
2025
Q2 		$1.1M Buy
+21,620
New +$1.1M 0.02% 413
2024
Q3 		– Sell
-26,631
Closed -$1.34M – 1651
2024
Q2 		$1.34M Buy
+26,631
New +$1.34M 0.02% 397
2023
Q4 		– Sell
-6,883
Closed -$343K – 1543
2023
Q3 		$343K Sell
6,883
-2,411
-26% -$120K 0.01% 837
2023
Q2 		$462K Sell
9,294
-22,579
-71% -$1.12M 0.01% 674
2023
Q1 		$1.58M Buy
+31,873
New +$1.58M 0.03% 350
2021
Q4 		– Sell
-34,492
Closed -$1.73M – 1174
2021
Q3 		$1.73M Sell
34,492
-371,800
-92% -$18.6M 0.07% 252
2021
Q2 		$20.4M Buy
+406,292
New +$20.4M 0.69% 18
2021
Q1 		– Sell
-33,011
Closed -$1.66M – 835
2020
Q4 		$1.66M Buy
33,011
+6,944
+27% +$348K 0.1% 179
2020
Q3 		$1.31M Sell
26,067
-15,381
-37% -$770K 0.1% 176
2020
Q2 		$2.07M Buy
41,448
+27,434
+196% +$1.36M 0.15% 121
2020
Q1 		$680K Buy
+14,014
New +$698K 0.06% 176
2019
Q4 		– Sell
-8,477
Closed -$427K – 353
2019
Q3 		$427K Sell
8,477
-65,226
-88% -$3.28M 0.05% 149
2019
Q2 		$3.71M Buy
+73,703
New +$3.7M 0.47% 49
2018
Q3 		– Sell
-8,268
Closed -$415K – 314
2018
Q2 		$415K Buy
+8,268
New +$415K 0.05% 139
2018
Q1 		– Sell
-4,832
Closed -$242K – 483
2017
Q4 		$242K Sell
4,832
-5,712
-54% -$287K 0.02% 332
2017
Q3 		$530K Buy
10,544
+2,508
+31% +$126K 0.04% 196
2017
Q2 		$404K Buy
+8,036
New +$404K 0.05% 186

Other funds holding NEAR

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Old Mission Capital's NEAR Position: Q3 2025 in Review

Old Mission Capital sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 21,620 shares — an estimated $1.1M sold.

Old Mission Capital first reported a position in NEAR in Q2 2017 and held it in 17 quarters. The position peaked at $20.4M in Q2 2021. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • Old Mission Capital reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Old Mission Capital sold 21,620 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $1.1M.
  • Old Mission Capital first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and held it in 17 quarters.
  • Old Mission Capital's iShares Short Maturity Bond ETF position peaked at $20.4M in Q2 2021.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Old Mission Capital's 13F filing for Q3 2025, filed 14 Nov 2025.