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

Friedenthal Financial’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 		$65.2K Buy
+1,287
New +$65.3K 0.03% 148
2025
Q4 		– Sell
-495
Closed -$25.4K – 290
2025
Q3 		$25.4K Buy
495
+57
+13% +$2.91K 0.01% 164
2025
Q2 		$22.4K Buy
438
+57
+15% +$2.9K 0.01% 162
2025
Q1 		$19.4K Buy
381
+21
+6% +$1.06K 0.01% 156
2024
Q4 		$18.2K Buy
360
+73
+25% +$3.7K 0.01% 190
2024
Q3 		$14.7K Sell
287
-92
-24% -$4.68K 0.01% 190
2024
Q2 		$19.1K Buy
379
+23
+6% +$1.15K 0.01% 182
2024
Q1 		$18K Buy
356
+21
+6% +$1.06K 0.01% 181
2023
Q4 		$16.9K Buy
+335
New +$16.8K 0.01% 179
2023
Q2 		– Sell
-74,689
Closed -$3.71M – 122
2023
Q1 		$3.71M Buy
+74,689
New +$3.7M 2.61% 8
2022
Q4 		– Sell
-104,100
Closed -$5.13M – 113
2022
Q3 		$5.13M Buy
+104,100
New +$5.13M 3.57% 7
2020
Q1 		– Sell
-6,146
Closed -$309K – 50
2019
Q4 		$309K Buy
6,146
+245
+4% +$12.3K 0.24% 46
2019
Q3 		$297K Sell
5,901
-1,361
-19% -$68.4K 0.23% 46
2019
Q2 		$365K Sell
7,262
-279
-4% -$14K 0.31% 50
2019
Q1 		$379K Sell
7,541
-117,447
-94% -$5.88M 0.32% 43
2018
Q4 		$6.23M Buy
124,988
+118,280
+1,763% +$5.92M 5.83% 5
2018
Q3 		$337K Sell
6,708
-71,218
-91% -$3.57M 0.28% 52
2018
Q2 		$3.91M Buy
77,926
+178
+0.2% +$8.92K 3.37% 11
2018
Q1 		$3.9M Buy
77,748
+60
+0.1% +$3.01K 3.32% 11
2017
Q4 		$3.89M Sell
77,688
-1,443
-2% -$72.5K 3.43% 13
2017
Q3 		$3.98M Sell
79,131
-1,823
-2% -$91.6K 3.58% 10
2017
Q2 		$4.07M Sell
80,954
-2,777
-3% -$139K 3.78% 11
2017
Q1 		$4.21M Sell
83,731
-3,202
-4% -$161K 3.9% 12
2016
Q4 		$4.36M Buy
+86,933
New +$4.36M 3.99% 13

Other funds holding NEAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Friedenthal Financial's NEAR Position: Q2 2026 in Review

Friedenthal Financial opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 1,287 shares worth $65.2K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings. This is a return to the name: Friedenthal Financial previously reported a position in NEAR as recently as Q3 2025.

Friedenthal Financial first reported a position in NEAR in Q4 2016 and has held it in 24 quarters since. The position peaked at $6.23M in Q4 2018. 186 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Friedenthal Financial held 1,287 shares of iShares Short Maturity Bond ETF worth $65.2K as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Friedenthal Financial position in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.03% of Friedenthal Financial's portfolio in Q2 2026, its #148 holding.
  • Friedenthal Financial first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and has held it in 24 quarters since.
  • Friedenthal Financial's iShares Short Maturity Bond ETF position peaked at $6.23M in Q4 2018.
  • 186 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.