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

Voisard Asset Management Group’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
2024
Q4 		– Sell
-645
Closed -$33K – 447
2024
Q3 		$33K Sell
645
-80
-11% -$4.07K 0.01% 224
2024
Q2 		$36.5K Hold
725
– – 0.02% 189
2024
Q1 		$36.6K Sell
725
-242
-25% -$12.2K 0.02% 157
2023
Q4 		$48.9K Buy
+967
New +$48.4K 0.03% 139

Other funds holding NEAR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Voisard Asset Management Group's NEAR Position: Q4 2024 in Review

Voisard Asset Management Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2024, closing a stake of 645 shares — an estimated $33K sold.

Voisard Asset Management Group first reported a position in NEAR in Q4 2023 and held it in 4 quarters. The position peaked at $48.9K in Q4 2023. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

  • Voisard Asset Management Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 645 iShares Short Maturity Bond ETF shares in Q4 2024, an estimated $33K.
  • Voisard Asset Management Group first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's iShares Short Maturity Bond ETF position peaked at $48.9K in Q4 2023.
  • 348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.