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TAP Consulting’s iShares Short Maturity Bond ETF NEAR Stock Holding History

TAP Consulting’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
Q4 		$64.6M Sell
1,279,267
-96,263
-7% -$4.88M 13.21% 1
2024
Q3 		$70.5M Buy
1,375,530
+167,564
+14% +$8.52M 13.87% 1
2024
Q2 		$60.8M Sell
1,207,966
-133,456
-10% -$6.69M 12.83% 1
2024
Q1 		$67.7M Sell
1,341,422
-290,643
-18% -$14.7M 14.89% 1
2023
Q4 		$82.5M Buy
1,632,065
+562,498
+53% +$28.2M 19.68% 1
2023
Q3 		$53.4M Sell
1,069,567
-227,625
-18% -$11.3M 13.73% 1
2023
Q2 		$64.5M Buy
1,297,192
+37,134
+3% +$1.84M 15.82% 1
2023
Q1 		$62.5M Sell
1,260,058
-511,454
-29% -$25.3M 15.3% 1
2022
Q4 		$87.3M Sell
1,771,512
-288,811
-14% -$14.2M 22.87% 1
2022
Q3 		$101M Buy
2,060,323
+1,376,321
+201% +$67.8M 27.17% 1
2022
Q2 		$33.7M Buy
+684,002
New +$33.8M 9.35% 2

Other funds holding NEAR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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

TAP Consulting's NEAR Position: Q4 2024 in Review

TAP Consulting reduced its iShares Short Maturity Bond ETF (NEAR) stake by 7% in Q4 2024, selling an estimated $4.88M and leaving 1,279,267 shares worth $64.6M. The position accounts for 13.21% of the portfolio, ranked #1.

TAP Consulting first reported a position in NEAR in Q2 2022 and has held it in 11 quarters since. The position peaked at $101M in Q3 2022. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

  • TAP Consulting held 1,279,267 shares of iShares Short Maturity Bond ETF worth $64.6M as of Q4 2024.
  • TAP Consulting sold 96,263 iShares Short Maturity Bond ETF shares in Q4 2024, an estimated $4.88M.
  • iShares Short Maturity Bond ETF made up 13.21% of TAP Consulting's portfolio in Q4 2024, its #1 holding.
  • TAP Consulting first reported a position in iShares Short Maturity Bond ETF in Q2 2022 and has held it in 11 quarters since.
  • TAP Consulting's iShares Short Maturity Bond ETF position peaked at $101M in Q3 2022.
  • 348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.