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
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 $1.66T AUM 25.57% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Tucker Asset Management's NEAR Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q4 2025: 21 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in NEAR as recently as Q4 2024.

Tucker Asset Management first reported a position in NEAR in Q4 2020 and has held it in 18 quarters since. The position peaked at $55.2K in Q4 2020. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

Tucker Asset Management held 21 shares of iShares Short Maturity Bond ETF worth $1.07K as of Q4 2025.
iShares Short Maturity Bond ETF was a new Tucker Asset Management position in Q4 2025.
iShares Short Maturity Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #937 holding.
Tucker Asset Management first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 18 quarters since.
Tucker Asset Management's iShares Short Maturity Bond ETF position peaked at $55.2K in Q4 2020.
396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.