Aspen Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Aspen Investment 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
2023 Q4	–	Sell	-4,800	Closed	-$239K	–	147
2023 Q3	$239K	Hold	4,800	–	–	0.14%	132
2023 Q2	$239K	Hold	4,800	–	–	0.14%	125
2023 Q1	$238K	Hold	4,800	–	–	0.15%	115
2022 Q4	$236K	Hold	4,800	–	–	0.15%	116
2022 Q3	$236K	Hold	4,800	–	–	0.16%	121
2022 Q2	$236K	Hold	4,800	–	–	0.15%	130
2022 Q1	$238K	Hold	4,800	–	–	0.12%	133
2021 Q4	$240K	Sell	4,800 -500	-9%	-$25K	0.12%	132
2021 Q3	$266K	Hold	5,300	–	–	0.14%	124
2021 Q2	$266K	Hold	5,300	–	–	0.14%	135
2021 Q1	$266K	Hold	5,300	–	–	0.15%	125
2020 Q4	$266K	Hold	5,300	–	–	0.16%	115
2020 Q3	$266K	Hold	5,300	–	–	0.18%	104
2020 Q2	$265K	Hold	5,300	–	–	0.19%	98
2020 Q1	$257K	Hold	5,300	–	–	0.22%	87
2019 Q4	$266K	Hold	5,300	–	–	0.17%	113
2019 Q3	$267K	Hold	5,300	–	–	0.18%	114
2019 Q2	$267K	Hold	5,300	–	–	0.18%	114
2019 Q1	$266K	Hold	5,300	–	–	0.19%	113
2018 Q4	$264K	Hold	5,300	–	–	0.21%	111
2018 Q3	$266K	Sell	5,300 -1,000	-16%	-$50.1K	0.18%	122
2018 Q2	$316K	Hold	6,300	–	–	0.22%	114
2018 Q1	$316K	Hold	6,300	–	–	0.23%	115
2017 Q4	$316K	Hold	6,300	–	–	0.22%	115
2017 Q3	$317K	Hold	6,300	–	–	0.24%	109
2017 Q2	$317K	Hold	6,300	–	–	0.24%	103
2017 Q1	$317K	Hold	6,300	–	–	0.23%	105
2016 Q4	$316K	Hold	6,300	–	–	0.24%	100
2016 Q3	$316K	Hold	6,300	–	–	0.25%	95
2016 Q2	$316K	Hold	6,300	–	–	0.26%	83
2016 Q1	$315K	Hold	6,300	–	–	0.29%	82
2015 Q4	$315K	Hold	6,300	–	–	0.31%	81
2015 Q3	$316K	Hold	6,300	–	–	0.31%	81
2015 Q2	$316K	Hold	6,300	–	–	0.27%	89
2015 Q1	$316K	Sell	6,300 -47,900	-88%	-$2.4M	0.25%	90
2014 Q4	$2.71M	Buy	+54,200	New	+$2.72M	2.28%	11

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

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

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

CCA

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Aspen Investment Management's NEAR Position: Q4 2023 in Review

Aspen Investment Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 4,800 shares — an estimated $239K sold.

Aspen Investment Management first reported a position in NEAR in Q4 2014 and held it in 36 quarters. The position peaked at $2.71M in Q4 2014. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

Aspen Investment Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
Aspen Investment Management sold 4,800 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $239K.
Aspen Investment Management first reported a position in iShares Short Maturity Bond ETF in Q4 2014 and held it in 36 quarters.
Aspen Investment Management's iShares Short Maturity Bond ETF position peaked at $2.71M in Q4 2014.
341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on Aspen Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.