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Sachetta’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sachetta’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
Q1 		– Sell
-1
Closed -$51 – 1180
2024
Q4 		$51 Hold
1
– – ﹤0.01% 1170
2024
Q3 		$52 Hold
1
– – ﹤0.01% 1202
2024
Q2 		$51 Hold
1
– – ﹤0.01% 1224
2024
Q1 		$51 Hold
1
– – ﹤0.01% 1136
2023
Q4 		$51 Buy
+1
New +$50 ﹤0.01% 1136

Other funds holding NEAR

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

Sachetta's NEAR Position: Q1 2025 in Review

Sachetta sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2025, closing a stake of 1 share — an estimated $51 sold.

Sachetta first reported a position in NEAR in Q4 2023 and held it in 5 quarters. The position peaked at $52 in Q3 2024. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

  • Sachetta reported no remaining iShares Short Maturity Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sachetta sold 1 iShares Short Maturity Bond ETF share in Q1 2025, an estimated $51.
  • Sachetta first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and held it in 5 quarters.
  • Sachetta's iShares Short Maturity Bond ETF position peaked at $52 in Q3 2024.
  • 363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on Sachetta's 13F filing for Q1 2025, filed 2 May 2025.