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

Synovus Financial’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
Q3 		– Sell
-10,165
Closed -$519K – 962
2025
Q2 		$519K Buy
10,165
+6,098
+150% +$310K 0.01% 655
2025
Q1 		$207K Buy
+4,067
New +$206K ﹤0.01% 861
2024
Q4 		– Sell
-8,814
Closed -$452K – 906
2024
Q3 		$452K Buy
8,814
+90
+1% +$4.57K 0.01% 705
2024
Q2 		$439K Sell
8,724
-3,224
-27% -$162K 0.01% 643
2024
Q1 		$603K Sell
11,948
-908
-7% -$45.8K 0.01% 580
2023
Q4 		$650K Sell
12,856
-5,339
-29% -$267K 0.01% 543
2023
Q3 		$908K Sell
18,195
-3,005
-14% -$149K 0.01% 465
2023
Q2 		$1.05M Buy
21,200
+1,634
+8% +$81.1K 0.01% 443
2023
Q1 		$970K Sell
19,566
-983
-5% -$48.7K 0.01% 458
2022
Q4 		$1.01M Sell
20,549
-6,042
-23% -$297K 0.01% 460
2022
Q3 		$1.31M Sell
26,591
-16,388
-38% -$808K 0.02% 386
2022
Q2 		$2.12M Buy
42,979
+34,250
+392% +$1.69M 0.02% 306
2022
Q1 		$433K Buy
8,729
+2,869
+49% +$143K ﹤0.01% 663
2021
Q4 		$293K Buy
+5,860
New +$293K ﹤0.01% 755
2020
Q2 		– Sell
-97
Closed -$5K – 1928
2020
Q1 		$5K Buy
+97
New +$4.83K ﹤0.01% 1774
2019
Q2 		– Sell
-15
Closed – – 1414
2019
Q1 		$0 Buy
+15
New +$751 ﹤0.01% 1439

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
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Synovus Financial's NEAR Position: Q3 2025 in Review

Synovus Financial sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 10,165 shares — an estimated $519K sold.

Synovus Financial first reported a position in NEAR in Q1 2019 and held it in 16 quarters. The position peaked at $2.12M in Q2 2022. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • Synovus Financial reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Synovus Financial sold 10,165 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $519K.
  • Synovus Financial first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 16 quarters.
  • Synovus Financial's iShares Short Maturity Bond ETF position peaked at $2.12M in Q2 2022.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.