Keystone Financial Group (Georgia)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Keystone Financial Group (Georgia)’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 Q2	$167K	Sell	3,300 -496	-13%	-$25.1K	0.09%	56
2026 Q1	$193K	Sell	3,796 -54,255	-93%	-$2.77M	0.1%	56
2025 Q4	$2.97M	Sell	58,051 -671	-1%	-$34.3K	1.55%	17
2025 Q3	$3.01M	Buy	58,722 +2,574	+5%	+$131K	1.7%	17
2025 Q2	$2.86M	Buy	56,148 +23,930	+74%	+$1.22M	1.82%	15
2025 Q1	$1.64M	Buy	32,218 +22,630	+236%	+$1.15M	1.15%	22
2024 Q4	$484K	Buy	+9,588	New	+$486K	0.39%	42

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Keystone Financial Group (Georgia)'s NEAR Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its iShares Short Maturity Bond ETF (NEAR) stake by 13% in Q2 2026, selling an estimated $25.1K and leaving 3,300 shares worth $167K. The position accounts for 0.09% of the portfolio, ranked #56.

Keystone Financial Group (Georgia) first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q3 2025. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Keystone Financial Group (Georgia) held 3,300 shares of iShares Short Maturity Bond ETF worth $167K as of Q2 2026.
Keystone Financial Group (Georgia) sold 496 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $25.1K.
iShares Short Maturity Bond ETF made up 0.09% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #56 holding.
Keystone Financial Group (Georgia) first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Group (Georgia)'s iShares Short Maturity Bond ETF position peaked at $3.01M in Q3 2025.
405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.