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Financial Advocates Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Financial Advocates Investment Management’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
-48,044
Closed -$2.46M – 394
2025
Q2 		$2.46M Sell
48,044
-1,803
-4% -$91.6K 0.2% 109
2025
Q1 		$2.54M Sell
49,847
-1,715
-3% -$86.9K 0.18% 137
2024
Q4 		$2.6M Sell
51,562
-193
-0.4% -$9.79K 0.15% 151
2024
Q3 		$2.65M Sell
51,755
-597
-1% -$30.3K 0.15% 146
2024
Q2 		$2.63M Buy
52,352
+6,532
+14% +$328K 0.16% 140
2024
Q1 		$2.31M Sell
45,820
-1,622
-3% -$81.8K 0.13% 166
2023
Q4 		$2.4M Sell
47,442
-1,346
-3% -$67.4K 0.16% 146
2023
Q3 		$2.43M Buy
48,788
+11,737
+32% +$584K 0.18% 134
2023
Q2 		$1.84M Buy
37,051
+1,549
+4% +$76.8K 0.13% 176
2023
Q1 		$1.76M Sell
35,502
-892
-2% -$44.2K 0.13% 185
2022
Q4 		$1.79M Sell
36,394
-2,487
-6% -$122K 0.13% 180
2022
Q3 		$1.92M Sell
38,881
-1,163
-3% -$57.3K 0.16% 155
2022
Q2 		$1.97M Sell
40,044
-9,629
-19% -$476K 0.16% 157
2022
Q1 		$2.46M Buy
49,673
+33,090
+200% +$1.65M 0.16% 146
2021
Q4 		$829K Sell
16,583
-1,440
-8% -$72K 0.05% 366
2021
Q3 		$892K Sell
18,023
-1,749
-9% -$87.7K 0.06% 334
2021
Q2 		$1.1M Buy
19,772
+1,453
+8% +$72.9K 0.07% 297
2021
Q1 		$919K Sell
18,319
-4,180
-19% -$210K 0.07% 337
2020
Q4 		$1.13M Sell
22,499
-711
-3% -$35.6K 0.08% 281
2020
Q3 		$1.16M Sell
23,210
-14,341
-38% -$718K 0.1% 220
2020
Q2 		$1.88M Sell
37,551
-4,157
-10% -$206K 0.18% 138
2020
Q1 		$2.02M Sell
41,708
-17,227
-29% -$858K 0.29% 88
2019
Q4 		$2.96M Buy
58,935
+9,536
+19% +$480K 0.32% 84
2019
Q3 		$2.49M Sell
49,399
-15,234
-24% -$766K 0.28% 95
2019
Q2 		$3.25M Sell
64,633
-7,461
-10% -$375K 0.38% 63
2019
Q1 		$3.62M Buy
72,094
+19,422
+37% +$972K 0.45% 55
2018
Q4 		$2.63M Sell
52,672
-3,675
-7% -$184K 0.36% 82
2018
Q3 		$2.83M Buy
56,347
+6,004
+12% +$301K 0.32% 82
2018
Q2 		$2.52M Sell
50,343
-2,943
-6% -$148K 0.31% 85
2018
Q1 		$2.67M Buy
53,286
+26,414
+98% +$1.32M 0.35% 72
2017
Q4 		$1.35M Buy
+26,872
New +$1.35M 0.18% 118

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 $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $6.73T AUM 46.02% 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 $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's NEAR Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 48,044 shares — an estimated $2.46M sold.

Financial Advocates Investment Management first reported a position in NEAR in Q4 2017 and held it in 31 quarters. The position peaked at $3.62M in Q1 2019. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 48,044 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $2.46M.
  • Financial Advocates Investment Management first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares Short Maturity Bond ETF position peaked at $3.62M in Q1 2019.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.