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Matthew Hamilton Rosenberg’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Matthew Hamilton Rosenberg’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
2026
Q3 		$525K Sell
10,520
-198
-2% -$10K 0.09% 107
2026
Q2 		$543K Sell
10,718
-1,430
-12% -$72.5K 0.1% 99
2026
Q1 		$618K Sell
12,148
-456
-4% -$23.3K 0.13% 73
2025
Q4 		$644K Sell
12,604
-2,269
-15% -$116K 0.13% 72
2025
Q3 		$763K Sell
14,873
-1,650
-10% -$84.3K 0.16% 62
2025
Q2 		$844K Sell
16,523
-1,496
-8% -$76K 0.2% 49
2025
Q1 		$917K Sell
18,019
-274
-1% -$13.9K 0.23% 47
2024
Q4 		$924K Sell
18,293
-140
-0.8% -$7.1K 0.24% 46
2024
Q3 		$945K Buy
18,433
+1,172
+7% +$59.6K 0.25% 43
2024
Q2 		$865K Sell
17,261
-14,165
-45% -$710K 0.26% 42
2024
Q1 		$1.58M Sell
31,426
-809
-3% -$40.8K 0.46% 29
2023
Q4 		$1.63M Sell
32,235
-2,388
-7% -$120K 0.5% 27
2023
Q3 		$1.73M Sell
34,623
-313,238
-90% -$15.6M 0.58% 25
2023
Q2 		$17.3M Buy
347,861
+18,903
+6% +$938K 5.85% 4
2023
Q1 		$16.3M Buy
328,958
+21,232
+7% +$1.05M 5.26% 4
2022
Q4 		$15.2M Buy
307,726
+2,865
+0.9% +$141K 5.14% 4
2022
Q3 		$15M Buy
304,861
+16,059
+6% +$791K 5.81% 4
2022
Q2 		$14.2M Buy
288,802
+62,874
+28% +$3.11M 5.36% 3
2022
Q1 		$11.2M Sell
225,928
-8,858
-4% -$441K 3.92% 4
2021
Q4 		$11.7M Sell
234,786
-25,418
-10% -$1.27M 4.17% 4
2021
Q3 		$13M Buy
260,204
+87,790
+51% +$4.4M 5.15% 3
2021
Q2 		$8.65M Buy
172,414
+28,068
+19% +$1.41M 4.5% 4
2021
Q1 		$7.24M Buy
144,346
+20,088
+16% +$1.01M 4.13% 4
2020
Q4 		$6.23M Buy
124,258
+44,472
+56% +$2.23M 3.89% 4
2020
Q3 		$4M Buy
79,786
+17,746
+29% +$889K 2.94% 6
2020
Q2 		$3.1M Buy
62,040
+61,440
+10,240% +$3.04M 2.47% 7
2020
Q1 		$1.8M Buy
+600
New +$29.9K 1.79% 13

Other funds holding NEAR

Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Matthew Hamilton Rosenberg's NEAR Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.8% in Q3 2026, selling an estimated $10K and leaving 10,520 shares worth $525K. The position accounts for 0.09% of the portfolio, ranked #107.

Matthew Hamilton Rosenberg first reported a position in NEAR in Q1 2020 and has held it in 27 quarters since. The position peaked at $17.3M in Q2 2023. 171 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Matthew Hamilton Rosenberg held 10,520 shares of iShares Short Maturity Bond ETF worth $525K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 198 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $10K.
  • iShares Short Maturity Bond ETF made up 0.09% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #107 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's iShares Short Maturity Bond ETF position peaked at $17.3M in Q2 2023.
  • 171 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.