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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
Q2 		– Sell
-4,681
Closed -$238K – 1082
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ausdal Financial Partners's NEAR Position: Q2 2026 in Review

Ausdal Financial Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 4,681 shares — an estimated $238K sold.

Ausdal Financial Partners first reported a position in NEAR in Q4 2015 and held it in 19 quarters. The position peaked at $7.45M in Q1 2018. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Ausdal Financial Partners reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Ausdal Financial Partners sold 4,681 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $238K.
  • Ausdal Financial Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2015 and held it in 19 quarters.
  • Ausdal Financial Partners's iShares Short Maturity Bond ETF position peaked at $7.45M in Q1 2018.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.