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Global Financial Private Client’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Global Financial Private Client’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
-200
Closed -$10.2K – 1107
2025
Q1 		$10.2K Hold
200
– – ﹤0.01% 572
2024
Q4 		$10.1K Hold
200
– – ﹤0.01% 549
2024
Q3 		$10.2K Hold
200
– – ﹤0.01% 546
2024
Q2 		$10.1K Hold
200
– – ﹤0.01% 445
2024
Q1 		$10K Hold
200
– – ﹤0.01% 461
2023
Q4 		$10.1K Hold
200
– – ﹤0.01% 459
2023
Q3 		$9.94K Hold
200
– – 0.01% 439
2023
Q2 		$9.91K Hold
200
– – ﹤0.01% 438
2023
Q1 		$9.89K Hold
200
– – 0.01% 449
2022
Q4 		$9.85K Hold
200
– – 0.01% 429
2022
Q3 		$9.83K Hold
200
– – 0.01% 410
2022
Q2 		$9.85K Hold
200
– – 0.01% 401
2022
Q1 		$9.91K Hold
200
– – ﹤0.01% 407
2021
Q4 		$9.99K Hold
200
– – ﹤0.01% 396
2021
Q3 		$10K Sell
200
-100
-33% -$5.01K 0.01% 353
2021
Q2 		$15K Hold
300
– – 0.01% 324
2021
Q1 		$15K Hold
300
– – 0.01% 287
2020
Q4 		$15.1K Sell
300
-488
-62% -$24.5K 0.01% 288
2020
Q3 		$39.5K Sell
788
-1,044
-57% -$52.3K 0.03% 208
2020
Q2 		$91.5K Sell
1,832
-6,194
-77% -$306K 0.08% 156
2020
Q1 		$389K Sell
8,026
-40,749
-84% -$2.03M 0.41% 62
2019
Q4 		$2.45M Buy
+48,775
New +$2.45M 2.05% 11

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

Global Financial Private Client's NEAR Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 200 shares — an estimated $10.2K sold.

Global Financial Private Client first reported a position in NEAR in Q4 2019 and held it in 22 quarters. The position peaked at $2.45M in Q4 2019. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 200 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $10.2K.
  • Global Financial Private Client first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's iShares Short Maturity Bond ETF position peaked at $2.45M in Q4 2019.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.