Glass Jacobson Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Glass Jacobson Investment 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	-1,738	Closed	-$87.8K	–	734
2025 Q1	$87.8K	Hold	1,738	–	–	0.03%	311
2024 Q4	$87.8K	Buy	1,738 +772	+80%	+$39.1K	0.03%	311
2024 Q3	$49.5K	Buy	966 +2	+0.2%	+$102	0.02%	357
2024 Q2	$48.5K	Buy	964 +1	+0.1%	+$50	0.02%	343
2024 Q1	$48.6K	Buy	963 +1	+0.1%	+$50	0.02%	351
2023 Q4	$48.6K	Buy	962 +3	+0.3%	+$150	0.02%	336
2023 Q3	$47.9K	Buy	959 +1	+0.1%	+$50	0.02%	330
2023 Q2	$47.6K	Buy	+958	New	+$47.5K	0.02%	336
2022 Q4	$78K	Buy	+1,583	New	+$77.8K	0.04%	288

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glass Jacobson Investment Advisors's NEAR Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 1,738 shares — an estimated $87.8K sold.

Glass Jacobson Investment Advisors first reported a position in NEAR in Q4 2022 and held it in 9 quarters. The position peaked at $87.8K in Q1 2025. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 1,738 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $87.8K.
Glass Jacobson Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's iShares Short Maturity Bond ETF position peaked at $87.8K in Q1 2025.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.