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Beacon Financial Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Beacon Financial Advisory’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 		– Sell
-7,180
Closed -$367K – 414
2025
Q4 		$367K Sell
7,180
-884
-11% -$45.3K 0.09% 263
2025
Q3 		$414K Buy
8,064
+3,428
+74% +$175K 0.1% 234
2025
Q2 		$237K Buy
+4,636
New +$235K 0.06% 311
2020
Q2 		– Sell
-4,971
Closed -$241K – 153
2020
Q1 		$241K Buy
4,971
+215
+5% +$10.7K 0.31% 108
2019
Q4 		$238K Buy
+4,756
New +$239K 0.2% 132

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

Beacon Financial Advisory's NEAR Position: Q1 2026 in Review

Beacon Financial Advisory sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 7,180 shares — an estimated $367K sold.

Beacon Financial Advisory first reported a position in NEAR in Q4 2019 and held it in 5 quarters. The position peaked at $414K in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Beacon Financial Advisory reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 7,180 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $367K.
  • Beacon Financial Advisory first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 5 quarters.
  • Beacon Financial Advisory's iShares Short Maturity Bond ETF position peaked at $414K in Q3 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.