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

IFG Advisory’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
2026 Q1	–	Sell	-10,293	Closed	-$526K	–	699
2025 Q4	$526K	Buy	10,293 +1,618	+19%	+$82.8K	0.02%	494
2025 Q3	$445K	Sell	8,675 -667	-7%	-$34.1K	0.02%	520
2025 Q2	$477K	Buy	9,342 +3,763	+67%	+$191K	0.02%	480
2025 Q1	$284K	Sell	5,579 -19,421	-78%	-$984K	0.02%	579
2024 Q4	$22.4K	Buy	+25,000	New	+$1.27M	﹤0.01%	655
2020 Q3	–	Sell	-4,395	Closed	-$219K	–	416
2020 Q2	$219K	Buy	+4,395	New	+$217K	0.04%	360
2019 Q4	–	Sell	-4,409	Closed	-$221K	–	417
2019 Q3	$221K	Sell	4,409 -42,004	-91%	-$2.11M	0.04%	369
2019 Q2	$3.52M	Buy	46,413 +5,521	+14%	+$277K	0.62%	29
2019 Q1	$3.29M	Buy	+40,892	New	+$2.05M	0.63%	28
2018 Q1	–	Sell	-46,763	Closed	-$3.48M	–	345
2017 Q4	$3.48M	Buy	+46,763	New	+$2.35M	0.78%	27

Other funds holding NEAR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

IFG Advisory's NEAR Position: Q1 2026 in Review

IFG Advisory sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 10,293 shares — an estimated $526K sold.

IFG Advisory first reported a position in NEAR in Q4 2017 and held it in 10 quarters. The position peaked at $3.52M in Q2 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

IFG Advisory reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 10,293 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $526K.
IFG Advisory first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 10 quarters.
IFG Advisory's iShares Short Maturity Bond ETF position peaked at $3.52M in Q2 2019.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.