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Founders Financial Alliance’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Founders Financial Alliance’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
Q1 		$288K Buy
5,661
+91
+2% +$4.65K 0.05% 308
2025
Q4 		$285K Buy
5,570
+24
+0.4% +$1.23K 0.05% 298
2025
Q3 		$284K Buy
5,546
+110
+2% +$5.62K 0.05% 297
2025
Q2 		$278K Buy
5,436
+4,944
+1,005% +$251K 0.06% 270
2025
Q1 		$25K Hold
492
– – 0.01% 482
2024
Q4 		$24.8K Hold
492
– – 0.01% 427
2024
Q3 		$25.2K Hold
492
– – 0.01% 436
2024
Q2 		$24.8K Hold
492
– – 0.01% 425
2024
Q1 		$24.8K Hold
492
– – 0.01% 430
2023
Q4 		$24.9K Hold
492
– – 0.01% 387
2023
Q3 		$24.5K Sell
492
-27
-5% -$1.34K 0.01% 371
2023
Q2 		$25.8K Buy
519
+83
+19% +$4.12K 0.01% 396
2023
Q1 		$21.6K Sell
436
-56
-11% -$2.77K 0.01% 366
2022
Q4 		$24.2K Sell
492
-227
-32% -$11.2K 0.01% 382
2022
Q3 		$35K Hold
719
– – 0.02% 348
2022
Q2 		$35K Sell
719
-688
-49% -$34K 0.02% 370
2022
Q1 		$70K Sell
1,407
-476
-25% -$23.7K 0.03% 290
2021
Q4 		$94K Sell
1,883
-558
-23% -$27.9K 0.04% 306
2021
Q3 		$122K Sell
2,441
-90
-4% -$4.51K 0.06% 264
2021
Q2 		$127K Sell
2,531
-1,333
-34% -$66.9K 0.06% 272
2021
Q1 		$194K Sell
3,864
-739
-16% -$37.1K 0.1% 223
2020
Q4 		$231K Buy
4,603
+364
+9% +$18.3K 0.13% 174
2020
Q3 		$213K Buy
+4,239
New +$212K 0.13% 148

Other funds holding NEAR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Founders Financial Alliance's NEAR Position: Q1 2026 in Review

Founders Financial Alliance increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.6% in Q1 2026, buying an estimated $4.65K and bringing the position to 5,661 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #308.

Founders Financial Alliance first reported a position in NEAR in Q3 2020 and has held it in 23 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Founders Financial Alliance held 5,661 shares of iShares Short Maturity Bond ETF worth $288K as of Q1 2026.
  • Founders Financial Alliance bought 91 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $4.65K.
  • iShares Short Maturity Bond ETF made up 0.05% of Founders Financial Alliance's portfolio in Q1 2026, its #308 holding.
  • Founders Financial Alliance first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.