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

Semmax Financial 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 		$8.83M Buy
173,094
+5,348
+3% +$272K 2.27% 6
2025
Q1 		$8.52M Buy
167,746
+12,272
+8% +$622K 2.3% 5
2024
Q4 		$7.86M Buy
155,474
+8,271
+6% +$419K 2.1% 7
2024
Q3 		$7.44M Sell
147,203
-6,275
-4% -$319K 2.05% 6
2024
Q2 		$7.81M Buy
153,478
+14,371
+10% +$721K 2.35% 4
2024
Q1 		$6.98M Buy
139,107
+135,918
+4,262% +$6.86M 2.3% 5
2023
Q4 		$160K Buy
3,189
+2,354
+282% +$118K 0.06% 113
2023
Q3 		$41.6K Buy
+835
New +$41.5K 0.02% 130
2022
Q4 		$41K Hold
835
– – 0.02% 121
2022
Q3 		$41K Hold
835
– – 0.02% 116
2022
Q2 		$41K Hold
835
– – 0.02% 122
2022
Q1 		$41K Hold
835
– – 0.02% 135
2021
Q4 		$42K Hold
835
– – 0.02% 138
2021
Q3 		$42K Hold
835
– – 0.01% 133
2021
Q2 		$42K Hold
835
– – 0.01% 134
2021
Q1 		$42K Sell
835
-88
-10% -$4.42K 0.02% 131
2020
Q4 		$46K Hold
923
– – 0.02% 125
2020
Q3 		$46K Hold
923
– – 0.02% 117
2020
Q2 		$46K Hold
923
– – 0.02% 115
2020
Q1 		$45K Sell
923
-105
-10% -$5.23K 0.03% 112
2019
Q4 		$52K Sell
1,028
-222
-18% -$11.2K 0.03% 112
2019
Q3 		$63K Hold
1,250
– – 0.04% 109
2019
Q2 		$63K Sell
1,250
-4,603
-79% -$231K 0.04% 112
2019
Q1 		$294K Buy
5,853
+5,592
+2,143% +$280K 0.2% 107
2018
Q4 		$13K Buy
+261
New +$13.1K 0.01% 299

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

Semmax Financial Advisors's NEAR Position: Q2 2025 in Review

Semmax Financial Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 3.2% in Q2 2025, buying an estimated $272K and bringing the position to 173,094 shares worth $8.83M. The position accounts for 2.27% of the portfolio, ranked #6.

Semmax Financial Advisors first reported a position in NEAR in Q4 2018 and has held it in 25 quarters since. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

  • Semmax Financial Advisors held 173,094 shares of iShares Short Maturity Bond ETF worth $8.83M as of Q2 2025.
  • Semmax Financial Advisors bought 5,348 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $272K.
  • iShares Short Maturity Bond ETF made up 2.27% of Semmax Financial Advisors's portfolio in Q2 2025, its #6 holding.
  • Semmax Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 25 quarters since.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.