Householder Group Estate & Retirement Specialist’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Householder Group Estate & Retirement Specialist’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	-9	Closed	–	–	954
2024 Q3	$0	Buy	+9	New	+$457	﹤0.01%	1271
2024 Q2	–	Sell	-9	Closed	-$454	–	1293
2024 Q1	$454	Sell	9 -15	-63%	-$757	﹤0.01%	1164
2023 Q4	$1K	Hold	24	–	–	﹤0.01%	1078
2023 Q3	$1.2K	Buy	+24	New	+$1.19K	﹤0.01%	1122
2023 Q1	$11K	Buy	+220	New	+$10.9K	﹤0.01%	785
2022 Q4	–	Sell	-216	Closed	-$10K	–	823
2022 Q3	$10K	Buy	+216	New	+$10.6K	﹤0.01%	728

Other funds holding NEAR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $1.36B AUM 18.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Householder Group Estate & Retirement Specialist's NEAR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2024, closing a stake of 9 shares.

Householder Group Estate & Retirement Specialist first reported a position in NEAR in Q3 2022 and held it in 6 quarters. The position peaked at $11K in Q1 2023. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Short Maturity Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 9 iShares Short Maturity Bond ETF shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in iShares Short Maturity Bond ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's iShares Short Maturity Bond ETF position peaked at $11K in Q1 2023.
348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.