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

Iron Horse 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
Q2 		$27.1K Sell
531
-425
-44% -$21.6K 0.01% 188
2025
Q1 		$48.6K Sell
956
-15
-2% -$760 0.02% 128
2024
Q4 		$49K Hold
971
– – 0.02% 117
2024
Q3 		$49.8K Hold
971
– – 0.02% 111
2024
Q2 		$48.9K Hold
971
– – 0.02% 104
2024
Q1 		$49K Hold
971
– – 0.02% 89
2023
Q4 		$49.1K Sell
971
-34
-3% -$1.7K 0.02% 80
2023
Q3 		$50.1K Sell
1,005
-291
-22% -$14.5K 0.02% 80
2023
Q2 		$64.4K Sell
1,296
-450
-26% -$22.3K 0.03% 69
2023
Q1 		$86.6K Hold
1,746
– – 0.04% 62
2022
Q4 		$86K Buy
1,746
+1,275
+271% +$62.7K 0.05% 56
2022
Q3 		$23K Sell
471
-1,275
-73% -$62.8K 0.03% 59
2022
Q2 		$86K Sell
1,746
-625
-26% -$30.9K 0.05% 54
2022
Q1 		$118K Hold
2,371
– – 0.06% 52
2021
Q4 		$118K Hold
2,371
– – 0.07% 56
2021
Q3 		$119K Sell
2,371
-1,129
-32% -$56.6K 0.07% 48
2021
Q2 		$176K Hold
3,500
– – 0.12% 45
2021
Q1 		$176K Sell
3,500
-569
-14% -$28.6K 0.13% 41
2020
Q4 		$204K Buy
+4,069
New +$204K 0.16% 31

Other funds holding NEAR

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Iron Horse Wealth Management's NEAR Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 44% in Q2 2025, selling an estimated $21.6K and leaving 531 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #188.

Iron Horse Wealth Management first reported a position in NEAR in Q4 2020 and has held it in 19 quarters since. The position peaked at $204K in Q4 2020. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

  • Iron Horse Wealth Management held 531 shares of iShares Short Maturity Bond ETF worth $27.1K as of Q2 2025.
  • Iron Horse Wealth Management sold 425 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $21.6K.
  • iShares Short Maturity Bond ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #188 holding.
  • Iron Horse Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's iShares Short Maturity Bond ETF position peaked at $204K in Q4 2020.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.