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WR Wealth Planners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

WR Wealth Planners’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 		$8.69K Sell
172
-158
-48% -$8.01K ﹤0.01% 614
2024
Q3 		$16.9K Hold
330
– – ﹤0.01% 534
2024
Q2 		$16.6K Hold
330
– – 0.01% 479
2024
Q1 		$16.7K Buy
+330
New +$16.7K 0.01% 490
2023
Q4 		– Sell
-330
Closed -$16.5K – 613
2023
Q3 		$16.5K Hold
330
– – 0.01% 457
2023
Q2 		$16.4K Hold
330
– – 0.01% 466
2023
Q1 		$16.4K Hold
330
– – 0.01% 453
2022
Q4 		$16.3K Hold
330
– – 0.01% 229
2022
Q3 		$16.3K Hold
330
– – 0.01% 220
2022
Q2 		$16.3K Hold
330
– – 0.01% 245
2022
Q1 		$16.4K Buy
+330
New +$16.4K 0.01% 251

Other funds holding NEAR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

WR Wealth Planners's NEAR Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Short Maturity Bond ETF (NEAR) stake by 48% in Q4 2024, selling an estimated $8.01K and leaving 172 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

WR Wealth Planners first reported a position in NEAR in Q1 2022 and has held it in 11 quarters since. The position peaked at $16.9K in Q3 2024. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

  • WR Wealth Planners held 172 shares of iShares Short Maturity Bond ETF worth $8.69K as of Q4 2024.
  • WR Wealth Planners sold 158 iShares Short Maturity Bond ETF shares in Q4 2024, an estimated $8.01K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #614 holding.
  • WR Wealth Planners first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's iShares Short Maturity Bond ETF position peaked at $16.9K in Q3 2024.
  • 348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.