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TownSquare Capital’s iShares Short Maturity Bond ETF NEAR Stock Holding History

TownSquare Capital’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
-9,849
Closed -$503K – 525
2025
Q2 		$503K Sell
9,849
-4,989
-34% -$253K 0.05% 336
2025
Q1 		$755K Buy
14,838
+3,264
+28% +$165K 0.01% 960
2024
Q4 		$584K Buy
11,574
+1,704
+17% +$86.4K 0.01% 962
2024
Q3 		$506K Sell
9,870
-456
-4% -$23.2K 0.01% 961
2024
Q2 		$520K Sell
10,326
-898
-8% -$45K 0.01% 870
2024
Q1 		$566K Buy
11,224
+1,267
+13% +$63.9K 0.01% 814
2023
Q4 		$503K Buy
9,957
+108
+1% +$5.41K 0.01% 780
2023
Q3 		$491K Hold
9,849
– – 0.01% 762
2023
Q2 		$490K Sell
9,849
-77
-0.8% -$3.82K 0.01% 773
2023
Q1 		$492K Hold
9,926
– – 0.01% 679
2022
Q4 		$489K Buy
9,926
+77
+0.8% +$3.79K 0.01% 642
2022
Q3 		$485K Hold
9,849
– – 0.01% 488
2022
Q2 		$485K Hold
9,849
– – 0.01% 471
2022
Q1 		$488K Hold
9,849
– – 0.01% 500
2021
Q4 		$492K Sell
9,849
-584
-6% -$29.2K 0.01% 502
2021
Q3 		$523K Buy
10,433
+584
+6% +$29.3K 0.02% 450
2021
Q2 		$494K Hold
9,849
– – 0.02% 424
2021
Q1 		$494K Sell
9,849
-77
-0.8% -$3.87K 0.02% 402
2020
Q4 		$498K Sell
9,926
-118
-1% -$5.92K 0.02% 374
2020
Q3 		$503K Buy
10,044
+195
+2% +$9.77K 0.03% 308
2020
Q2 		$492K Hold
9,849
– – 0.03% 286
2020
Q1 		$484K Sell
9,849
-29,113
-75% -$1.45M 0.04% 282
2019
Q4 		$1.96M Sell
38,962
-2,798
-7% -$141K 0.16% 110
2019
Q3 		$2.1M Sell
41,760
-4,876
-10% -$245K 0.17% 104
2019
Q2 		$2.34M Sell
46,636
-5,633
-11% -$283K 0.22% 87
2019
Q1 		$2.63M Buy
52,269
+42,420
+431% +$2.12M 0.2% 93
2018
Q4 		$493K Buy
+9,849
New +$493K 0.06% 206

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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

TownSquare Capital's NEAR Position: Q3 2025 in Review

TownSquare Capital sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 9,849 shares — an estimated $503K sold.

TownSquare Capital first reported a position in NEAR in Q4 2018 and held it in 27 quarters. The position peaked at $2.63M in Q1 2019. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • TownSquare Capital reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
  • TownSquare Capital sold 9,849 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $503K.
  • TownSquare Capital first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 27 quarters.
  • TownSquare Capital's iShares Short Maturity Bond ETF position peaked at $2.63M in Q1 2019.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on TownSquare Capital's 13F filing for Q3 2025, filed 3 Nov 2025.