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ARS Wealth Advisors Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

ARS Wealth Advisors Group’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
2025
Q1 		– Sell
-3,965
Closed -$200K – 168
2024
Q4 		$200K Sell
3,965
-323
-8% -$16.4K 0.03% 156
2024
Q3 		$220K Sell
4,288
-72
-2% -$3.66K 0.03% 161
2024
Q2 		$219K Buy
4,360
+22
+0.5% +$1.1K 0.03% 152
2024
Q1 		$219K Buy
+4,338
New +$219K 0.03% 158

Other funds holding NEAR

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ARS Wealth Advisors Group's NEAR Position: Q1 2025 in Review

ARS Wealth Advisors Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2025, closing a stake of 3,965 shares — an estimated $200K sold.

ARS Wealth Advisors Group first reported a position in NEAR in Q1 2024 and held it in 4 quarters. The position peaked at $220K in Q3 2024. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

  • ARS Wealth Advisors Group reported no remaining iShares Short Maturity Bond ETF position as of Q1 2025 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 3,965 iShares Short Maturity Bond ETF shares in Q1 2025, an estimated $200K.
  • ARS Wealth Advisors Group first reported a position in iShares Short Maturity Bond ETF in Q1 2024 and held it in 4 quarters.
  • ARS Wealth Advisors Group's iShares Short Maturity Bond ETF position peaked at $220K in Q3 2024.
  • 363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on ARS Wealth Advisors Group's 13F filing for Q1 2025, filed 14 Apr 2025.