Northwest Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Northwest Capital 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
2024 Q4	–	Sell	-188	Closed	-$9.63K	–	456
2024 Q3	$9.63K	Hold	188	–	–	﹤0.01%	326
2024 Q2	$9.46K	Hold	188	–	–	﹤0.01%	324
2024 Q1	$9.49K	Hold	188	–	–	﹤0.01%	391
2023 Q4	$9.5K	Hold	188	–	–	﹤0.01%	384
2023 Q3	$9.38K	Hold	188	–	–	﹤0.01%	367
2023 Q2	$9.35K	Buy	+188	New	+$9.33K	﹤0.01%	380
2020 Q2	–	Sell	-4,934	Closed	-$239K	–	56
2020 Q1	$239K	Buy	4,934 +276	+6%	+$13.7K	0.24%	49
2019 Q4	$234K	Buy	+4,658	New	+$234K	0.21%	51
2019 Q3	–	Sell	-5,524	Closed	-$278K	–	60
2019 Q2	$278K	Hold	5,524	–	–	0.3%	46
2019 Q1	$278K	Hold	5,524	–	–	0.34%	47
2018 Q4	$276K	Sell	5,524 -6,926	-56%	-$346K	0.39%	47
2018 Q3	$625K	Buy	12,450 +39	+0.3%	+$1.96K	0.66%	31
2018 Q2	$623K	Hold	12,411	–	–	0.77%	27
2018 Q1	$623K	Sell	12,411 -1,994	-14%	-$100K	0.67%	29
2017 Q4	$722K	Buy	+14,405	New	+$723K	0.79%	25

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

Northwest Capital Management's NEAR Position: Q4 2024 in Review

Northwest Capital Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2024, closing a stake of 188 shares — an estimated $9.63K sold.

Northwest Capital Management first reported a position in NEAR in Q4 2017 and held it in 15 quarters. The position peaked at $722K in Q4 2017. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

Northwest Capital Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2024 after selling out during the quarter.
Northwest Capital Management sold 188 iShares Short Maturity Bond ETF shares in Q4 2024, an estimated $9.63K.
Northwest Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 15 quarters.
Northwest Capital Management's iShares Short Maturity Bond ETF position peaked at $722K in Q4 2017.
348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on Northwest Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.