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Tyche Wealth Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Tyche Wealth Partners’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 		– Sell
-8,320
Closed -$427K – 349
2025
Q3 		$427K Sell
8,320
-1,050
-11% -$53.6K 0.07% 181
2025
Q2 		$479K Sell
9,370
-997
-10% -$50.6K 0.1% 154
2025
Q1 		$527K Sell
10,367
-100
-1% -$5.07K 0.11% 128
2024
Q4 		$529K Hold
10,467
– – 0.11% 152
2024
Q3 		$536K Hold
10,467
– – 0.12% 129
2024
Q2 		$527K Sell
10,467
-200
-2% -$10K 0.13% 122
2024
Q1 		$538K Sell
10,667
-750
-7% -$37.8K 0.13% 129
2023
Q4 		$577K Buy
+11,417
New +$571K 0.14% 132

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Tyche Wealth Partners's NEAR Position: Q4 2025 in Review

Tyche Wealth Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 8,320 shares — an estimated $427K sold.

Tyche Wealth Partners first reported a position in NEAR in Q4 2023 and held it in 8 quarters. The position peaked at $577K in Q4 2023. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • Tyche Wealth Partners reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Tyche Wealth Partners sold 8,320 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $427K.
  • Tyche Wealth Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and held it in 8 quarters.
  • Tyche Wealth Partners's iShares Short Maturity Bond ETF position peaked at $577K in Q4 2023.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Tyche Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.