Ridgewood Investments’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-413	Closed	-$21.1K	–	511
2025 Q2	$21.1K	Hold	413	–	–	0.01%	437
2025 Q1	$21K	Hold	413	–	–	0.01%	421
2024 Q4	$20.9K	Hold	413	–	–	0.01%	413
2024 Q3	$21.2K	Sell	413 -2	-0.5%	-$102	0.01%	422
2024 Q2	$20.9K	Buy	+415	New	+$20.8K	0.01%	434
2023 Q3	–	Sell	-415	Closed	-$20.6K	–	551
2023 Q2	$20.6K	Hold	415	–	–	0.01%	442
2023 Q1	$20.6K	Buy	+415	New	+$20.5K	0.01%	457

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ridgewood Investments's NEAR Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 413 shares — an estimated $21.1K sold.

Ridgewood Investments first reported a position in NEAR in Q1 2023 and held it in 7 quarters. The position peaked at $21.2K in Q3 2024. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

Ridgewood Investments reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 413 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $21.1K.
Ridgewood Investments first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's iShares Short Maturity Bond ETF position peaked at $21.2K in Q3 2024.
374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.