RCG
NEAR icon

Regatta Capital Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Regatta Capital Group’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
-6,820
Closed -$340K – 175
2023
Q3 		$340K Sell
6,820
-202
-3% -$10K 0.11% 128
2023
Q2 		$349K Buy
7,022
+600
+9% +$29.8K 0.11% 127
2023
Q1 		$316K Hold
6,422
– – 0.11% 141
2022
Q4 		$316K Buy
+6,422
New +$316K 0.11% 141

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

Regatta Capital Group's NEAR Position: Q4 2023 in Review

Regatta Capital Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 6,820 shares — an estimated $340K sold.

Regatta Capital Group first reported a position in NEAR in Q4 2022 and held it in 4 quarters. The position peaked at $349K in Q2 2023. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

  • Regatta Capital Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Regatta Capital Group sold 6,820 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $340K.
  • Regatta Capital Group first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and held it in 4 quarters.
  • Regatta Capital Group's iShares Short Maturity Bond ETF position peaked at $349K in Q2 2023.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on Regatta Capital Group's 13F filing for Q4 2023, filed 22 Jan 2024.