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Bond & Devick Financial Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bond & Devick Financial Network’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 		$8.07M Buy
159,205
+19,218
+14% +$974K 1.99% 13
2026
Q1 		$7.12M Buy
139,987
+19,947
+17% +$1.02M 1.99% 13
2025
Q4 		$6.13M Buy
120,040
+115,379
+2,475% +$5.91M 1.73% 15
2025
Q3 		$239K Buy
+4,661
New +$238K 0.07% 160

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

Bond & Devick Financial Network's NEAR Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares Short Maturity Bond ETF (NEAR) stake by 14% in Q2 2026, buying an estimated $974K and bringing the position to 159,205 shares worth $8.07M. The position accounts for 1.99% of the portfolio, ranked #13.

Bond & Devick Financial Network first reported a position in NEAR in Q3 2025 and has held it in 4 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Bond & Devick Financial Network held 159,205 shares of iShares Short Maturity Bond ETF worth $8.07M as of Q2 2026.
  • Bond & Devick Financial Network bought 19,218 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $974K.
  • iShares Short Maturity Bond ETF made up 1.99% of Bond & Devick Financial Network's portfolio in Q2 2026, its #13 holding.
  • Bond & Devick Financial Network first reported a position in iShares Short Maturity Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.