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Benjamin Edwards Inc’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Benjamin Edwards Inc’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
-4,095
Closed -$209K – 1327
2025
Q2 		$209K Sell
4,095
-1,236
-23% -$62.8K ﹤0.01% 1108
2025
Q1 		$271K Buy
5,331
+43
+0.8% +$2.18K ﹤0.01% 958
2024
Q4 		$267K Sell
5,288
-1,745
-25% -$88.5K ﹤0.01% 1004
2024
Q3 		$361K Buy
+7,033
New +$357K 0.01% 907

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

Benjamin Edwards Inc's NEAR Position: Q3 2025 in Review

Benjamin Edwards Inc sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 4,095 shares — an estimated $209K sold.

Benjamin Edwards Inc first reported a position in NEAR in Q3 2024 and held it in 4 quarters. The position peaked at $361K in Q3 2024. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • Benjamin Edwards Inc reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 4,095 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $209K.
  • Benjamin Edwards Inc first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and held it in 4 quarters.
  • Benjamin Edwards Inc's iShares Short Maturity Bond ETF position peaked at $361K in Q3 2024.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Benjamin Edwards Inc's 13F filing for Q3 2025, filed 23 Oct 2025.