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

Sanctuary 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 		$10.9K Hold
215
– – 0.01% 172
2024
Q3 		$11K Hold
215
– – 0.01% 174
2024
Q2 		$10.8K Hold
215
– – 0.01% 153
2024
Q1 		$10.8K Hold
215
– – 0.01% 150
2023
Q4 		$10.9K Hold
215
– – 0.01% 145
2023
Q3 		$10.7K Buy
+215
New +$10.7K 0.01% 129

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

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

Sanctuary Wealth Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q4 2024 at 215 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #172.

Sanctuary Wealth Management first reported a position in NEAR in Q3 2023 and has held it in 6 quarters since. The position peaked at $11K in Q3 2024. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

  • Sanctuary Wealth Management held 215 shares of iShares Short Maturity Bond ETF worth $10.9K as of Q4 2024.
  • Sanctuary Wealth Management left its iShares Short Maturity Bond ETF share count unchanged in Q4 2024.
  • iShares Short Maturity Bond ETF made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #172 holding.
  • Sanctuary Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and has held it in 6 quarters since.
  • Sanctuary Wealth Management's iShares Short Maturity Bond ETF position peaked at $11K in Q3 2024.
  • 348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.