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Forvis Mazars Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Forvis Mazars Wealth 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
Q2 		– Sell
-18,689
Closed -$951K – 402
2025
Q1 		$951K Sell
18,689
-41,611
-69% -$2.11M 0.02% 211
2024
Q4 		$3.05M Hold
60,300
– – 0.07% 130
2024
Q3 		$3.09M Buy
+60,300
New +$3.06M 0.07% 131

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

Forvis Mazars Wealth Advisors's NEAR Position: Q2 2025 in Review

Forvis Mazars Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 18,689 shares — an estimated $951K sold.

Forvis Mazars Wealth Advisors first reported a position in NEAR in Q3 2024 and held it in 3 quarters. The position peaked at $3.09M in Q3 2024. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

  • Forvis Mazars Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 18,689 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $951K.
  • Forvis Mazars Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $3.09M in Q3 2024.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.