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 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	$7.25M	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	$1.79M	Buy	+600	New	+$29.9K	1.79%	13

Other funds holding NEAR

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Matthew Hamilton Rosenberg's NEAR Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares Short Maturity Bond ETF (NEAR) stake by 12% in Q2 2026, selling an estimated $72.5K and leaving 10,718 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #99.

Matthew Hamilton Rosenberg first reported a position in NEAR in Q1 2020 and has held it in 26 quarters since. The position peaked at $17.3M in Q2 2023. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Matthew Hamilton Rosenberg held 10,718 shares of iShares Short Maturity Bond ETF worth $543K as of Q2 2026.
Matthew Hamilton Rosenberg sold 1,430 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $72.5K.
iShares Short Maturity Bond ETF made up 0.1% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #99 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's iShares Short Maturity Bond ETF position peaked at $17.3M in Q2 2023.
77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.