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Park Avenue Securities’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Park Avenue Securities’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
-4,803
Closed -$245K – 1673
2025
Q2 		$245K Buy
+4,803
New +$244K ﹤0.01% 1355
2024
Q4 		– Sell
-4,194
Closed -$215K – 1508
2024
Q3 		$215K Buy
+4,194
New +$213K ﹤0.01% 1320
2020
Q4 		– Sell
-657,078
Closed -$32.9M – 864
2020
Q3 		$32.9M Buy
657,078
+39,089
+6% +$1.96M 1.1% 22
2020
Q2 		$30.9M Sell
617,989
-697,696
-53% -$34.5M 1.17% 22
2020
Q1 		$63.8M Buy
1,315,685
+470,871
+56% +$23.5M 5.42% 5
2019
Q4 		$42.5M Sell
844,814
-548,934
-39% -$27.6M 1.75% 18
2019
Q3 		$70.2M Sell
1,393,748
-172,601
-11% -$8.68M 3.32% 7
2019
Q2 		$78.8M Sell
1,566,349
-366,574
-19% -$18.4M 8.81% 3
2019
Q1 		$96.9M Sell
1,932,923
-253,702
-12% -$12.7M 5.32% 4
2018
Q4 		$109M Buy
2,186,625
+478,839
+28% +$23.9M 16.75% 1
2018
Q3 		$85.5M Buy
1,707,786
+839,844
+97% +$42.1M 13.73% 1
2018
Q2 		$43.4M Buy
867,942
+193,751
+29% +$9.71M 7.65% 6
2018
Q1 		$33.8M Buy
674,191
+257,125
+62% +$12.9M 7.49% 4
2017
Q4 		$20.9M Buy
417,066
+68,826
+20% +$3.46M 5.42% 6
2017
Q3 		$17.5M Buy
348,240
+42,258
+14% +$2.12M 5.4% 8
2017
Q2 		$15.3M Buy
305,982
+59,377
+24% +$2.98M 1.67% 20
2017
Q1 		$12.4M Buy
246,605
+53,275
+28% +$2.67M 5.56% 7
2016
Q4 		$9.7M Sell
193,330
-10,871
-5% -$545K 4.8% 9
2016
Q3 		$10.2M Buy
204,201
+38,745
+23% +$1.94M 6.01% 6
2016
Q2 		$8.29M Buy
165,456
+38,344
+30% +$1.92M 1.42% 20
2016
Q1 		$6.35M Buy
127,112
+95,590
+303% +$4.78M 1.2% 20
2015
Q4 		$1.58M Buy
31,522
+10,076
+47% +$504K 0.33% 31
2015
Q3 		$1.07M Buy
+21,446
New +$1.07M 0.26% 29

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

Park Avenue Securities's NEAR Position: Q3 2025 in Review

Park Avenue Securities sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 4,803 shares — an estimated $245K sold.

Park Avenue Securities first reported a position in NEAR in Q3 2015 and held it in 23 quarters. The position peaked at $109M in Q4 2018. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • Park Avenue Securities reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Park Avenue Securities sold 4,803 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $245K.
  • Park Avenue Securities first reported a position in iShares Short Maturity Bond ETF in Q3 2015 and held it in 23 quarters.
  • Park Avenue Securities's iShares Short Maturity Bond ETF position peaked at $109M in Q4 2018.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Park Avenue Securities's 13F filing for Q3 2025, filed 23 Oct 2025.