PA
NEAR icon

PSI Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

PSI Advisors’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
Q2 		– Sell
-31
Closed -$1.58K – 467
2025
Q1 		$1.58K Hold
31
– – ﹤0.01% 616
2024
Q4 		$1.57K Sell
31
-91
-75% -$4.61K ﹤0.01% 749
2024
Q3 		$6.25K Hold
122
– – ﹤0.01% 623
2024
Q2 		$6.14K Buy
122
+91
+294% +$4.56K ﹤0.01% 600
2024
Q1 		$1.56K Hold
31
– – ﹤0.01% 682
2023
Q4 		$1.57K Buy
+31
New +$1.55K ﹤0.01% 735

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PSI Advisors's NEAR Position: Q2 2025 in Review

PSI Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 31 shares — an estimated $1.58K sold.

PSI Advisors first reported a position in NEAR in Q4 2023 and held it in 6 quarters. The position peaked at $6.25K in Q3 2024. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

  • PSI Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 31 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $1.58K.
  • PSI Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and held it in 6 quarters.
  • PSI Advisors's iShares Short Maturity Bond ETF position peaked at $6.25K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.