GPS Wealth Strategies Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

GPS Wealth Strategies 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 Q4	–	Sell	-333	Closed	-$17.1K	–	1215
2025 Q3	$17.1K	Buy	333 +33	+11%	+$1.69K	﹤0.01%	944
2025 Q2	$15.3K	Hold	300	–	–	﹤0.01%	922
2025 Q1	$15.3K	Sell	300 -700	-70%	-$35.5K	﹤0.01%	896
2024 Q4	$50.5K	Hold	1,000	–	–	0.01%	575
2024 Q3	$51.2K	Hold	1,000	–	–	0.01%	570
2024 Q2	$50.3K	Hold	1,000	–	–	0.01%	537
2024 Q1	$50.5K	Buy	+1,000	New	+$50.5K	0.01%	507
2022 Q4	–	Sell	-162	Closed	-$8K	–	740
2022 Q3	$8K	Hold	162	–	–	﹤0.01%	812
2022 Q2	$8K	Hold	162	–	–	﹤0.01%	810
2022 Q1	$8K	Sell	162 -163	-50%	-$8.11K	﹤0.01%	772
2021 Q4	$16K	Hold	325	–	–	﹤0.01%	638
2021 Q3	$16K	Hold	325	–	–	﹤0.01%	618
2021 Q2	$16K	Hold	325	–	–	﹤0.01%	647
2021 Q1	$16K	Buy	+325	New	+$16.3K	﹤0.01%	591

Other funds holding NEAR

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

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 San Francisco, California $530B AUM 22.01% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

GPS Wealth Strategies Group's NEAR Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 333 shares — an estimated $17.1K sold.

GPS Wealth Strategies Group first reported a position in NEAR in Q1 2021 and held it in 14 quarters. The position peaked at $51.2K in Q3 2024. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 333 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $17.1K.
GPS Wealth Strategies Group first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and held it in 14 quarters.
GPS Wealth Strategies Group's iShares Short Maturity Bond ETF position peaked at $51.2K in Q3 2024.
396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.