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Gries Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Gries Financial’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
Q3 		$516K Hold
10,062
– – 0.08% 177
2025
Q2 		$514K Hold
10,062
– – 0.09% 167
2025
Q1 		$512K Hold
10,062
– – 0.1% 162
2024
Q4 		$508K Hold
10,062
– – 0.09% 164
2024
Q3 		$516K Hold
10,062
– – 0.1% 162
2024
Q2 		$506K Hold
10,062
– – 0.1% 146
2024
Q1 		$508K Hold
10,062
– – 0.08% 170
2023
Q4 		$508K Hold
10,062
– – 0.11% 126
2023
Q3 		$502K Buy
+10,062
New +$501K 0.14% 118

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Gries Financial's NEAR Position: Q3 2025 in Review

Gries Financial held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2025 at 10,062 shares worth $516K. The position accounts for 0.08% of the portfolio, ranked #177.

Gries Financial first reported a position in NEAR in Q3 2023 and has held it in 9 quarters since. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • Gries Financial held 10,062 shares of iShares Short Maturity Bond ETF worth $516K as of Q3 2025.
  • Gries Financial left its iShares Short Maturity Bond ETF share count unchanged in Q3 2025.
  • iShares Short Maturity Bond ETF made up 0.08% of Gries Financial's portfolio in Q3 2025, its #177 holding.
  • Gries Financial first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and has held it in 9 quarters since.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.