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NEAR icon

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

SignatureFD’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
2024
Q2 		– Sell
-668
Closed -$33.7K – 3212
2024
Q1 		$33.7K Sell
668
-2,745
-80% -$139K ﹤0.01% 1749
2023
Q4 		$172K Buy
3,413
+2,745
+411% +$137K ﹤0.01% 860
2023
Q3 		$33.3K Hold
668
– – ﹤0.01% 1602
2023
Q2 		$33.2K Hold
668
– – ﹤0.01% 1646
2023
Q1 		$33.1K Sell
668
-2,571
-79% -$127K ﹤0.01% 1599
2022
Q4 		$160K Buy
3,239
+3,031
+1,457% +$149K ﹤0.01% 787
2022
Q3 		$10K Sell
208
-379
-65% -$18.7K ﹤0.01% 2092
2022
Q2 		$29K Hold
587
– – ﹤0.01% 1589
2022
Q1 		$29K Sell
587
-933
-61% -$46.4K ﹤0.01% 1654
2021
Q4 		$76K Buy
+1,520
New +$76K ﹤0.01% 1148
2020
Q1 		– Sell
-993
Closed -$50K – 2400
2019
Q4 		$50K Hold
993
– – ﹤0.01% 981
2019
Q3 		$50K Sell
993
-608
-38% -$30.6K ﹤0.01% 912
2019
Q2 		$81K Sell
1,601
-3,022
-65% -$152K 0.01% 710
2019
Q1 		$232K Sell
4,623
-1,879
-29% -$94.1K 0.02% 353
2018
Q4 		$324K Buy
6,502
+1,488
+30% +$74.4K 0.03% 236
2018
Q3 		$252K Sell
5,014
-34
-0.7% -$1.71K 0.03% 355
2018
Q2 		$253K Buy
5,048
+4
+0.1% +$201 0.03% 347
2018
Q1 		$253K Sell
5,044
-248
-5% -$12.4K 0.03% 279
2017
Q4 		$265K Buy
+5,292
New +$266K 0.03% 263
2016
Q4 		– Sell
-1,118
Closed -$56K – 857
2016
Q3 		$56K Sell
1,118
-83
-7% -$4.16K 0.01% 508
2016
Q2 		$60K Sell
1,201
-104
-8% -$5.21K 0.01% 426
2016
Q1 		$65K Hold
1,305
– – 0.01% 372
2015
Q4 		$65K Buy
+1,305
New +$65.3K 0.01% 323

Other funds holding NEAR

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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SignatureFD's NEAR Position: Q2 2024 in Review

SignatureFD sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 668 shares — an estimated $33.7K sold.

SignatureFD first reported a position in NEAR in Q4 2015 and held it in 23 quarters. The position peaked at $324K in Q4 2018. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • SignatureFD reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • SignatureFD sold 668 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $33.7K.
  • SignatureFD first reported a position in iShares Short Maturity Bond ETF in Q4 2015 and held it in 23 quarters.
  • SignatureFD's iShares Short Maturity Bond ETF position peaked at $324K in Q4 2018.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on SignatureFD's 13F filing for Q2 2024, filed 29 Jul 2024.