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GM Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

GM Advisory Group’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
-7,507
Closed -$382K – 299
2025
Q1 		$382K Buy
+7,507
New +$380K 0.02% 192

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

GM Advisory Group's NEAR Position: Q2 2025 in Review

GM Advisory Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 7,507 shares — an estimated $382K sold.

GM Advisory Group first reported a position in NEAR in Q1 2025 and held it in 1 quarter. The position peaked at $382K in Q1 2025. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

  • GM Advisory Group reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
  • GM Advisory Group sold 7,507 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $382K.
  • GM Advisory Group first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and held it in 1 quarter.
  • GM Advisory Group's iShares Short Maturity Bond ETF position peaked at $382K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on GM Advisory Group's 13F filing for Q2 2025, filed 13 Aug 2025.