Thrive Capital Management (Pennsylvania)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Thrive Capital Management (Pennsylvania)’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	-6,916	Closed	-$354K	–	149
2024 Q3	$354K	Sell	6,916 -605	-8%	-$30.7K	0.17%	139
2024 Q2	$379K	Sell	7,521 -50	-0.7%	-$2.51K	0.17%	141
2024 Q1	$381K	Sell	7,571 -725	-9%	-$36.6K	0.2%	68
2023 Q4	$419K	Sell	8,296 -1,560	-16%	-$78.1K	0.22%	73
2023 Q3	$492K	Sell	9,856 -717	-7%	-$35.7K	0.27%	59
2023 Q2	$526K	Sell	10,573 -2,156	-17%	-$107K	0.3%	55
2023 Q1	$631K	Sell	12,729 -975	-7%	-$48.3K	0.4%	52
2022 Q4	$675K	Sell	13,704 -3,950	-22%	-$194K	0.44%	50
2022 Q3	$870K	Sell	17,654 -3,890	-18%	-$192K	0.59%	43
2022 Q2	$1.06M	Sell	21,544 -2,852	-12%	-$141K	0.73%	38
2022 Q1	$1.21M	Sell	24,396 -21,266	-47%	-$1.06M	0.73%	35
2021 Q4	$2.28M	Sell	45,662 -36,442	-44%	-$1.82M	1.49%	15
2021 Q3	$4.12M	Sell	82,104 -15,881	-16%	-$796K	3.04%	8
2021 Q2	$4.92M	Sell	97,985 -31,733	-24%	-$1.59M	3.82%	4
2021 Q1	$6.51M	Sell	129,718 -23,152	-15%	-$1.16M	6.09%	1
2020 Q4	$7.67M	Buy	+152,870	New	+$7.66M	8.16%	1

Other funds holding NEAR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s NEAR Position: Q4 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2024, closing a stake of 6,916 shares — an estimated $354K sold.

Thrive Capital Management (Pennsylvania) first reported a position in NEAR in Q4 2020 and held it in 16 quarters. The position peaked at $7.67M in Q4 2020. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

Thrive Capital Management (Pennsylvania) reported no remaining iShares Short Maturity Bond ETF position as of Q4 2024 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 6,916 iShares Short Maturity Bond ETF shares in Q4 2024, an estimated $354K.
Thrive Capital Management (Pennsylvania) first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 16 quarters.
Thrive Capital Management (Pennsylvania)'s iShares Short Maturity Bond ETF position peaked at $7.67M in Q4 2020.
348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q4 2024, filed 13 Feb 2025.