CRFG
NEAR icon

Columbia River Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Columbia River Financial Group’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
Q2 		– Sell
-508
Closed -$25K – 90
2025
Q1 		$25K Buy
+508
New +$25.7K 0.02% 100

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Columbia River Financial Group's NEAR Position: Q2 2025 in Review

Columbia River Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 508 shares — an estimated $25K sold.

Columbia River Financial Group first reported a position in NEAR in Q1 2025 and held it in 1 quarter. The position peaked at $25K in Q1 2025. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

  • Columbia River Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 508 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $25K.
  • Columbia River Financial Group first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's iShares Short Maturity Bond ETF position peaked at $25K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.