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Bogart Wealth LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-11
Closed -$556 – 1481
2024
Q4 		$556 Hold
11
– – ﹤0.01% 1264
2024
Q3 		$564 Hold
11
– – ﹤0.01% 1063
2024
Q2 		$554 Buy
+11
New +$552 ﹤0.01% 1047
2023
Q4 		– Sell
-29
Closed -$1.45K – 1104
2023
Q3 		$1.45K Buy
+29
New +$1.44K ﹤0.01% 923
2021
Q2 		– Sell
-3,982
Closed -$200K – 714
2021
Q1 		$200K Buy
+3,982
New +$200K 0.03% 134
2017
Q1 		– Sell
-5,097
Closed -$256K – 68
2016
Q4 		$256K Buy
+5,097
New +$256K 0.17% 64

Other funds holding NEAR

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bogart Wealth LLC's NEAR Position: Q1 2025 in Review

Bogart Wealth LLC sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2025, closing a stake of 11 shares — an estimated $556 sold.

Bogart Wealth LLC first reported a position in NEAR in Q4 2016 and held it in 6 quarters. The position peaked at $256K in Q4 2016. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

  • Bogart Wealth LLC reported no remaining iShares Short Maturity Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 11 iShares Short Maturity Bond ETF shares in Q1 2025, an estimated $556.
  • Bogart Wealth LLC first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and held it in 6 quarters.
  • Bogart Wealth LLC's iShares Short Maturity Bond ETF position peaked at $256K in Q4 2016.
  • 363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.