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Ausdal Financial Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ausdal Financial Partners’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
2026
Q1 		$238K Buy
4,681
+113
+2% +$5.77K 0.01% 873
2025
Q4 		$233K Sell
4,568
-7,626
-63% -$390K 0.01% 835
2025
Q3 		$625K Buy
12,194
+6,753
+124% +$345K 0.03% 485
2025
Q2 		$278K Buy
+5,441
New +$276K 0.02% 572
2020
Q2 		– Sell
-4,437
Closed -$218K – 301
2020
Q1 		$218K Sell
4,437
-105,363
-96% -$5.25M 0.08% 237
2019
Q4 		$5.53M Sell
109,800
-17,730
-14% -$892K 1.64% 7
2019
Q3 		$6.42M Buy
127,530
+69,558
+120% +$3.5M 2.27% 4
2019
Q2 		$2.92M Buy
57,972
+17,711
+44% +$889K 1.12% 17
2019
Q1 		$2.02M Buy
40,261
+3,377
+9% +$169K 0.82% 28
2018
Q4 		$1.84M Buy
36,884
+2,474
+7% +$124K 0.9% 24
2018
Q3 		$1.73M Sell
34,410
-4,889
-12% -$245K 0.49% 50
2018
Q2 		$1.97M Sell
39,299
-109,232
-74% -$5.48M 0.61% 30
2018
Q1 		$7.45M Buy
148,531
+96,106
+183% +$4.82M 2.59% 3
2017
Q4 		$2.63M Buy
52,425
+35,225
+205% +$1.77M 0.94% 13
2017
Q3 		$865K Buy
17,200
+7,315
+74% +$368K 0.34% 80
2017
Q2 		$497K Buy
9,885
+4,072
+70% +$205K 0.21% 134
2017
Q1 		$292K Buy
+5,813
New +$292K 0.13% 198
2016
Q2 		– Sell
-4,991
Closed -$250K – 269
2016
Q1 		$250K Buy
4,991
+3,934
+372% +$197K 0.14% 174
2015
Q4 		$53K Buy
+1,057
New +$52.9K 0.03% 443

Other funds holding NEAR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ausdal Financial Partners's NEAR Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.5% in Q1 2026, buying an estimated $5.77K and bringing the position to 4,681 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #873.

Ausdal Financial Partners first reported a position in NEAR in Q4 2015 and has held it in 19 quarters since. The position peaked at $7.45M in Q1 2018. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Ausdal Financial Partners held 4,681 shares of iShares Short Maturity Bond ETF worth $238K as of Q1 2026.
  • Ausdal Financial Partners bought 113 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $5.77K.
  • iShares Short Maturity Bond ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #873 holding.
  • Ausdal Financial Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2015 and has held it in 19 quarters since.
  • Ausdal Financial Partners's iShares Short Maturity Bond ETF position peaked at $7.45M in Q1 2018.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.