Tucker Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Tucker Asset Management’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
2026 Q1	–	Sell	-21	Closed	-$1.07K	–	797
2025 Q4	$1.07K	Buy	+21	New	+$1.07K	﹤0.01%	937
2025 Q1	–	Sell	-70	Closed	-$3.54K	–	700
2024 Q4	$3.54K	Hold	70	–	–	﹤0.01%	1081
2024 Q3	$3.59K	Sell	70 -875	-93%	-$44.5K	﹤0.01%	1011
2024 Q2	$47.6K	Hold	945	–	–	0.01%	406
2024 Q1	$47.7K	Hold	945	–	–	0.01%	457
2023 Q4	$47.7K	Hold	945	–	–	0.01%	350
2023 Q3	$47.1K	Hold	945	–	–	0.01%	342
2023 Q2	$47K	Sell	945 -25	-3%	-$1.24K	0.01%	273
2023 Q1	$48.1K	Hold	970	–	–	0.01%	253
2022 Q4	$47.8K	Hold	970	–	–	0.02%	149
2022 Q3	$47.7K	Hold	970	–	–	0.02%	135
2022 Q2	$47.8K	Hold	970	–	–	0.02%	97
2022 Q1	$48.1K	Sell	970 -75	-7%	-$3.73K	0.02%	94
2021 Q4	$52.2K	Hold	1,045	–	–	0.02%	86
2021 Q3	$52.3K	Hold	1,045	–	–	0.02%	86
2021 Q2	$52.4K	Hold	1,045	–	–	0.02%	66
2021 Q1	$52.4K	Sell	1,045 -55	-5%	-$2.76K	0.03%	71
2020 Q4	$55.2K	Buy	+1,100	New	+$55.2K	0.03%	55

Other funds holding NEAR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tucker Asset Management's NEAR Position: Q1 2026 in Review

Tucker Asset Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 21 shares — an estimated $1.07K sold.

Tucker Asset Management first reported a position in NEAR in Q4 2020 and held it in 18 quarters. The position peaked at $55.2K in Q4 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Tucker Asset Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 21 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $1.07K.
Tucker Asset Management first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 18 quarters.
Tucker Asset Management's iShares Short Maturity Bond ETF position peaked at $55.2K in Q4 2020.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.