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Global Retirement Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Global Retirement Partners’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
Q4 		$677K Buy
13,254
+7,162
+118% +$367K 0.01% 799
2025
Q3 		$312K Buy
6,092
+362
+6% +$18.5K 0.01% 969
2025
Q2 		$293K Buy
+5,730
New +$291K 0.01% 925
2024
Q4 		$287K Buy
5,690
+2
+0% +$101 0.01% 815
2024
Q3 		$291K Buy
5,688
+239
+4% +$12.1K 0.01% 786
2024
Q2 		$274K Buy
5,449
+180
+3% +$9.03K 0.01% 782
2024
Q1 		$266K Buy
5,269
+1
+0% +$50 0.01% 699
2023
Q4 		$267K Sell
5,268
-4,919
-48% -$246K 0.01% 650
2023
Q3 		$507K Sell
10,187
-4,272
-30% -$212K 0.03% 433
2023
Q2 		$719K Buy
14,459
+2,908
+25% +$144K 0.04% 378
2023
Q1 		$573K Buy
11,551
+1,983
+21% +$98.2K 0.03% 403
2022
Q4 		$471K Sell
9,568
-55
-0.6% -$2.7K 0.03% 383
2022
Q3 		$473K Buy
9,623
+365
+4% +$18K 0.04% 375
2022
Q2 		$456K Hold
9,258
– – 0.04% 368
2022
Q1 		$458K Buy
+9,258
New +$461K 0.04% 375
2021
Q4 		– Sell
-11,141
Closed -$559K – 1233
2021
Q3 		$559K Hold
11,141
– – 0.06% 281
2021
Q2 		$559K Sell
11,141
-847
-7% -$42.5K 0.06% 274
2021
Q1 		$602K Buy
11,988
+392
+3% +$19.7K 0.07% 236
2020
Q4 		$582K Sell
11,596
-287
-2% -$14.4K 0.07% 220
2020
Q3 		$595K Buy
11,883
+1,827
+18% +$91.5K 0.09% 206
2020
Q2 		$503K Sell
10,056
-3,684
-27% -$182K 0.08% 214
2020
Q1 		$666K Sell
13,740
-2,740
-17% -$136K 0.13% 161
2019
Q4 		$828K Sell
16,480
-3,901
-19% -$196K 0.13% 165
2019
Q3 		$1.03M Buy
20,381
+1,196
+6% +$60.1K 0.17% 134
2019
Q2 		$966K Buy
19,185
+7,183
+60% +$361K 0.19% 114
2019
Q1 		$603K Sell
12,002
-894
-7% -$44.8K 0.15% 129
2018
Q4 		$643K Buy
12,896
+2,205
+21% +$110K 0.16% 122
2018
Q3 		$537K Buy
10,691
+6,732
+170% +$338K 0.12% 164
2018
Q2 		$199K Buy
3,959
+577
+17% +$28.9K 0.05% 285
2018
Q1 		$170K Buy
3,382
+799
+31% +$40.1K 0.05% 303
2017
Q4 		$129K Buy
2,583
+577
+29% +$29K 0.04% 315
2017
Q3 		$101K Buy
2,006
+1,033
+106% +$51.9K 0.04% 317
2017
Q2 		$49K Sell
973
-5
-0.5% -$251 0.02% 414
2017
Q1 		$49K Buy
978
+168
+21% +$8.43K 0.03% 385
2016
Q4 		$41K Buy
+810
New +$40.6K 0.03% 380

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Global Retirement Partners's NEAR Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Short Maturity Bond ETF (NEAR) stake by 118% in Q4 2025, buying an estimated $367K and bringing the position to 13,254 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #799.

Global Retirement Partners first reported a position in NEAR in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.03M in Q3 2019. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • Global Retirement Partners held 13,254 shares of iShares Short Maturity Bond ETF worth $677K as of Q4 2025.
  • Global Retirement Partners bought 7,162 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $367K.
  • iShares Short Maturity Bond ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #799 holding.
  • Global Retirement Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • Global Retirement Partners's iShares Short Maturity Bond ETF position peaked at $1.03M in Q3 2019.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.