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Rockwood Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Rockwood Wealth 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
-4,970
Closed -$255K – 100
2024
Q3 		$255K Buy
+4,970
New +$253K 0.03% 75

Other funds holding NEAR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockwood Wealth Management's NEAR Position: Q4 2024 in Review

Rockwood Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2024, closing a stake of 4,970 shares — an estimated $255K sold.

Rockwood Wealth Management first reported a position in NEAR in Q3 2024 and held it in 1 quarter. The position peaked at $255K in Q3 2024. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

  • Rockwood Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Rockwood Wealth Management sold 4,970 iShares Short Maturity Bond ETF shares in Q4 2024, an estimated $255K.
  • Rockwood Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and held it in 1 quarter.
  • Rockwood Wealth Management's iShares Short Maturity Bond ETF position peaked at $255K in Q3 2024.
  • 348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on Rockwood Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.