AllSquare Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

AllSquare Wealth 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 Q3	$667	Hold	13	–	–	﹤0.01%	498
2025 Q2	$664	Hold	13	–	–	﹤0.01%	498
2025 Q1	$661	Hold	13	–	–	﹤0.01%	498
2024 Q4	$657	Hold	13	–	–	﹤0.01%	494
2024 Q3	$666	Hold	13	–	–	﹤0.01%	497
2024 Q2	$654	Hold	13	–	–	﹤0.01%	491
2024 Q1	$656	Hold	13	–	–	﹤0.01%	490
2023 Q4	$657	Hold	13	–	–	﹤0.01%	492
2023 Q3	$649	Hold	13	–	–	﹤0.01%	499
2023 Q2	$646	Hold	13	–	–	﹤0.01%	513
2023 Q1	$645	Hold	13	–	–	﹤0.01%	507
2022 Q4	$641	Hold	13	–	–	﹤0.01%	487
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	481
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	485
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	487
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	482
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	473
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	488
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	485
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	450
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	455
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	455
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	434
2019 Q4	$1K	Hold	13	–	–	﹤0.01%	438
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	441
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	446
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	451
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	446
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	465
2018 Q2	$1K	Hold	13	–	–	﹤0.01%	473
2018 Q1	$1K	Hold	13	–	–	﹤0.01%	387
2017 Q4	$1K	Hold	13	–	–	﹤0.01%	377
2017 Q3	$1K	Buy	+13	New	+$653	﹤0.01%	357
2017 Q2	–	Sell	-13	Closed	-$1K	–	316
2017 Q1	$1K	Hold	13	–	–	﹤0.01%	356
2016 Q4	$1K	Buy	+13	New	+$652	﹤0.01%	330

Other funds holding NEAR

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

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

AllSquare Wealth Management's NEAR Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2025 at 13 shares worth $667. The position accounts for ﹤0.01% of the portfolio, ranked #498.

AllSquare Wealth Management first reported a position in NEAR in Q4 2016 and has held it in 35 quarters since. The position peaked at $1K in Q3 2022. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

AllSquare Wealth Management held 13 shares of iShares Short Maturity Bond ETF worth $667 as of Q3 2025.
AllSquare Wealth Management left its iShares Short Maturity Bond ETF share count unchanged in Q3 2025.
iShares Short Maturity Bond ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #498 holding.
AllSquare Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and has held it in 35 quarters since.
AllSquare Wealth Management's iShares Short Maturity Bond ETF position peaked at $1K in Q3 2022.
374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.