Transce3nd’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Transce3nd’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 Q1	–	Sell	-17	Closed	-$859	–	1439
2024 Q4	$859	Buy	+17	New	+$862	﹤0.01%	1231

Other funds holding NEAR

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Transce3nd's NEAR Position: Q1 2025 in Review

Transce3nd sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2025, closing a stake of 17 shares — an estimated $859 sold.

Transce3nd first reported a position in NEAR in Q4 2024 and held it in 1 quarter. The position peaked at $859 in Q4 2024. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

Transce3nd reported no remaining iShares Short Maturity Bond ETF position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 17 iShares Short Maturity Bond ETF shares in Q1 2025, an estimated $859.
Transce3nd first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and held it in 1 quarter.
Transce3nd's iShares Short Maturity Bond ETF position peaked at $859 in Q4 2024.
363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.