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

Sugarloaf 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 		$509K Buy
10,074
+289
+3% +$14.7K 0.1% 94
2024
Q3 		$501K Sell
9,785
-4,624
-32% -$235K 0.09% 90
2024
Q2 		$725K Sell
14,409
-5,077
-26% -$255K 0.15% 69
2024
Q1 		$983K Hold
19,486
– – 0.2% 55
2023
Q4 		$984K Sell
19,486
-5,077
-21% -$254K 0.24% 53
2023
Q3 		$1.23M Hold
24,563
– – 0.31% 46
2023
Q2 		$1.22M Buy
24,563
+8,074
+49% +$401K 0.29% 44
2023
Q1 		$818K Sell
16,489
-1,523
-8% -$75.4K 0.2% 55
2022
Q4 		$887K Buy
18,012
+2,067
+13% +$102K 0.22% 51
2022
Q3 		$1.29M Buy
15,945
+6,290
+65% +$310K 0.33% 43
2022
Q2 		$476K Buy
9,655
+4,050
+72% +$200K 0.12% 77
2022
Q1 		$278K Sell
5,605
-2,021
-27% -$101K 0.07% 99
2021
Q4 		$381K Buy
7,626
+8
+0.1% +$400 0.09% 88
2021
Q3 		$382K Buy
7,618
+179
+2% +$8.97K 0.1% 80
2021
Q2 		$373K Sell
7,439
-27
-0.4% -$1.35K 0.1% 85
2021
Q1 		$375 Sell
7,466
-13,048
-64% -$655K 0.11% 82
2020
Q4 		$1.03M Buy
20,514
+9,961
+94% +$499K 0.34% 42
2020
Q3 		$880K Sell
10,553
-13,966
-57% -$699K 0.32% 48
2020
Q2 		$1.23M Buy
24,519
+4,700
+24% +$232K 0.47% 33
2020
Q1 		$961K Buy
19,819
+14,752
+291% +$735K 0.43% 37
2019
Q4 		$255K Buy
+5,067
New +$255K 0.11% 104

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

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

Sugarloaf Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 3% in Q4 2024, buying an estimated $14.7K and bringing the position to 10,074 shares worth $509K. The position accounts for 0.1% of the portfolio, ranked #94.

Sugarloaf Wealth Management first reported a position in NEAR in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.29M in Q3 2022. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

  • Sugarloaf Wealth Management held 10,074 shares of iShares Short Maturity Bond ETF worth $509K as of Q4 2024.
  • Sugarloaf Wealth Management bought 289 iShares Short Maturity Bond ETF shares in Q4 2024, an estimated $14.7K.
  • iShares Short Maturity Bond ETF made up 0.1% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #94 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.29M in Q3 2022.
  • 348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.