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

CreativeOne Wealth’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	-22,733	Closed	-$1.16M	–	1105
2024 Q3	$1.16M	Buy	+22,733	New	+$1.16M	0.04%	392
2023 Q1	–	Sell	-5,354	Closed	-$264K	–	819
2022 Q4	$264K	Buy	5,354 +40	+0.8%	+$1.97K	0.01%	614
2022 Q3	$262K	Sell	5,314 -1,075	-17%	-$53K	0.02%	587
2022 Q2	$315K	Sell	6,389 -4,891	-43%	-$242K	0.02%	540
2022 Q1	$559K	Buy	11,280 +5,319	+89%	+$265K	0.03%	400
2021 Q4	$298K	Buy	+5,961	New	+$298K	0.01%	596
2020 Q2	–	Sell	-6,006	Closed	-$291K	–	252
2020 Q1	$291K	Buy	+6,006	New	+$299K	0.06%	156

Other funds holding NEAR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CreativeOne Wealth's NEAR Position: Q4 2024 in Review

CreativeOne Wealth sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2024, closing a stake of 22,733 shares — an estimated $1.16M sold.

CreativeOne Wealth first reported a position in NEAR in Q1 2020 and held it in 7 quarters. The position peaked at $1.16M in Q3 2024. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

CreativeOne Wealth reported no remaining iShares Short Maturity Bond ETF position as of Q4 2024 after selling out during the quarter.
CreativeOne Wealth sold 22,733 iShares Short Maturity Bond ETF shares in Q4 2024, an estimated $1.16M.
CreativeOne Wealth first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 7 quarters.
CreativeOne Wealth's iShares Short Maturity Bond ETF position peaked at $1.16M in Q3 2024.
348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on CreativeOne Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.