BA
NEAR icon

Bellwether Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-3,036
Closed -$155K – 415
2025
Q2 		$155K Hold
3,036
– – 0.03% 143
2025
Q1 		$154K Hold
3,036
– – 0.03% 142
2024
Q4 		$153K Buy
+3,036
New +$154K 0.03% 154
2023
Q3 		– Sell
-4,542
Closed -$226K – 118
2023
Q2 		$226K Hold
4,542
– – 0.07% 83
2023
Q1 		$225K Sell
4,542
-239
-5% -$11.8K 0.06% 119
2022
Q4 		$236K Sell
4,781
-2,061
-30% -$101K 0.07% 115
2022
Q3 		$337K Hold
6,842
– – 0.11% 87
2022
Q2 		$337K Sell
6,842
-116
-2% -$5.73K 0.11% 98
2022
Q1 		$344K Sell
6,958
-37
-0.5% -$1.84K 0.1% 119
2021
Q4 		$349K Buy
6,995
+312
+5% +$15.6K 0.11% 105
2021
Q3 		$335K Hold
6,683
– – 0.11% 127
2021
Q2 		$335K Hold
6,683
– – 0.12% 110
2021
Q1 		$335K Buy
6,683
+19
+0.3% +$954 0.13% 89
2020
Q4 		$334K Buy
+6,664
New +$334K 0.15% 88

Other funds holding NEAR

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bellwether Advisors's NEAR Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 3,036 shares — an estimated $155K sold.

Bellwether Advisors first reported a position in NEAR in Q4 2020 and held it in 14 quarters. The position peaked at $349K in Q4 2021. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • Bellwether Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 3,036 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $155K.
  • Bellwether Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 14 quarters.
  • Bellwether Advisors's iShares Short Maturity Bond ETF position peaked at $349K in Q4 2021.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.