RIM
NEAR icon

Rockbridge Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-133
Closed -$6.72K – 443
2023
Q4 		$6.72K Buy
+133
New +$6.66K ﹤0.01% 439
2022
Q3 		– Sell
-133
Closed -$6.55K – 416
2022
Q2 		$6.55K Hold
133
– – ﹤0.01% 427
2022
Q1 		$6.59K Hold
133
– – ﹤0.01% 578
2021
Q4 		$7K Buy
133
+8
+6% +$400 ﹤0.01% 617
2021
Q3 		$6K Hold
125
– – ﹤0.01% 589
2021
Q2 		$6K Hold
125
– – ﹤0.01% 588
2021
Q1 		$6K Sell
125
-2,987
-96% -$150K ﹤0.01% 563
2020
Q4 		$156K Hold
3,112
– – 0.03% 155
2020
Q3 		$156K Hold
3,112
– – 0.04% 144
2020
Q2 		$156K Buy
+3,112
New +$154K 0.04% 139

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockbridge Investment Management's NEAR Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2024, closing a stake of 133 shares — an estimated $6.72K sold.

Rockbridge Investment Management first reported a position in NEAR in Q2 2020 and held it in 10 quarters. The position peaked at $156K in Q4 2020. 331 funds tracked by Wall St. Rank hold NEAR as of Q1 2024.

  • Rockbridge Investment Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 133 iShares Short Maturity Bond ETF shares in Q1 2024, an estimated $6.72K.
  • Rockbridge Investment Management first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's iShares Short Maturity Bond ETF position peaked at $156K in Q4 2020.
  • 331 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.