Beacon Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $624K | Hold |
12,321
| – | – | 0.06% | 219 |
|
|
2026
Q1 | $626K | Sell |
12,321
-1,952
| -14% | -$99.7K | 0.06% | 215 |
|
|
2025
Q4 | $729K | Buy |
14,273
+1
| +0% | +$51 | 0.07% | 192 |
|
|
2025
Q3 | $732K | Sell |
14,272
-921
| -6% | -$47K | 0.07% | 195 |
|
|
2025
Q2 | $776K | Sell |
15,193
-199
| -1% | -$10.1K | 0.08% | 186 |
|
|
2025
Q1 | $783K | Sell |
15,392
-749
| -5% | -$37.9K | 0.09% | 178 |
|
|
2024
Q4 | $815K | Sell |
16,141
-1,677
| -9% | -$85K | 0.09% | 176 |
|
|
2024
Q3 | $913K | Sell |
17,818
-1,208
| -6% | -$61.4K | 0.1% | 164 |
|
|
2024
Q2 | $958K | Sell |
19,026
-1,801
| -9% | -$90.3K | 0.11% | 156 |
|
|
2024
Q1 | $1.05M | Sell |
20,827
-4,725
| -18% | -$238K | 0.12% | 152 |
|
|
2023
Q4 | $1.29M | Sell |
25,552
-213
| -0.8% | -$10.7K | 0.16% | 138 |
|
|
2023
Q3 | $1.28M | Sell |
25,765
-9,835
| -28% | -$489K | 0.18% | 119 |
|
|
2023
Q2 | $1.77M | Sell |
35,600
-6,238
| -15% | -$309K | 0.24% | 96 |
|
|
2023
Q1 | $2.07M | Sell |
41,838
-4,298
| -9% | -$213K | 0.29% | 92 |
|
|
2022
Q4 | $2.27M | Sell |
46,136
-17,720
| -28% | -$871K | 0.31% | 85 |
|
|
2022
Q3 | $3.14M | Sell |
63,856
-19,739
| -24% | -$973K | 0.49% | 61 |
|
|
2022
Q2 | $4.12M | Sell |
83,595
-13,803
| -14% | -$682K | 0.61% | 57 |
|
|
2022
Q1 | $4.83M | Buy |
97,398
+10,116
| +12% | +$503K | 0.64% | 51 |
|
|
2021
Q4 | $4.36M | Buy |
87,282
+12,655
| +17% | +$633K | 0.57% | 55 |
|
|
2021
Q3 | $3.74M | Sell |
74,627
-17,896
| -19% | -$897K | 0.5% | 63 |
|
|
2021
Q2 | $4.64M | Sell |
92,523
-134,153
| -59% | -$6.73M | 0.66% | 51 |
|
|
2021
Q1 | $11.4M | Hold |
226,676
| – | – | 1.78% | 9 |
|
|
2020
Q4 | $11.4M | Sell |
226,676
-41,986
| -16% | -$2.11M | 1.78% | 9 |
|
|
2020
Q3 | $13.5M | Buy |
268,662
+171,205
| +176% | +$8.57M | 2.41% | 7 |
|
|
2020
Q2 | $4.73M | Hold |
97,457
| – | – | 0.91% | 32 |
|
|
2020
Q1 | $4.73M | Sell |
97,457
-23,449
| -19% | -$1.17M | 1.04% | 25 |
|
|
2019
Q4 | $6.08M | Sell |
120,906
-33,872
| -22% | -$1.7M | 0.76% | 30 |
|
|
2019
Q3 | $7.79M | Buy |
154,778
+50,315
| +48% | +$2.53M | 1.33% | 19 |
|
|
2019
Q2 | $5.26M | Buy |
104,463
+12,290
| +13% | +$617K | 0.9% | 35 |
|
|
2019
Q1 | $4.63M | Sell |
92,173
-161,728
| -64% | -$8.1M | 0.76% | 40 |
|
|
2018
Q4 | $12.7M | Buy |
253,901
+18,903
| +8% | +$945K | 2.37% | 5 |
|
|
2018
Q3 | $11.8M | Sell |
234,998
-12,365
| -5% | -$620K | 1.99% | 9 |
|
|
2018
Q2 | $12.4M | Buy |
247,363
+40,793
| +20% | +$2.05M | 2.1% | 7 |
|
|
2018
Q1 | $10.4M | Buy |
206,570
+38,964
| +23% | +$1.95M | 1.77% | 10 |
|
|
2017
Q4 | $8.4M | Buy |
167,606
+6,591
| +4% | +$331K | 1.46% | 21 |
|
|
2017
Q3 | $8.1M | Buy |
161,015
+77,338
| +92% | +$3.89M | 1.46% | 27 |
|
|
2017
Q2 | $4.21M | Buy |
+83,677
| New | +$4.2M | 0.8% | 47 |
|
Other funds holding NEAR
CCA
BI
Beacon Financial Group's NEAR Position: Q2 2026 in Review
Beacon Financial Group held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 12,321 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #219.
Beacon Financial Group first reported a position in NEAR in Q2 2017 and has held it in 37 quarters since. The position peaked at $13.5M in Q3 2020. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.
- Beacon Financial Group held 12,321 shares of iShares Short Maturity Bond ETF worth $624K as of Q2 2026.
- Beacon Financial Group left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
- iShares Short Maturity Bond ETF made up 0.06% of Beacon Financial Group's portfolio in Q2 2026, its #219 holding.
- Beacon Financial Group first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and has held it in 37 quarters since.
- Beacon Financial Group's iShares Short Maturity Bond ETF position peaked at $13.5M in Q3 2020.
- 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.
Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.