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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
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

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Keystone Financial Group (Georgia)'s NEAR Position: Q1 2026 in Review

Keystone Financial Group (Georgia) reduced its iShares Short Maturity Bond ETF (NEAR) stake by 93% in Q1 2026, selling an estimated $2.77M and leaving 3,796 shares worth $193K. The position accounts for 0.1% of the portfolio, ranked #56.

Keystone Financial Group (Georgia) first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.01M in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Keystone Financial Group (Georgia) held 3,796 shares of iShares Short Maturity Bond ETF worth $193K as of Q1 2026.
  • Keystone Financial Group (Georgia) sold 54,255 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $2.77M.
  • iShares Short Maturity Bond ETF made up 0.1% of Keystone Financial Group (Georgia)'s portfolio in Q1 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 6 quarters since.
  • Keystone Financial Group (Georgia)'s iShares Short Maturity Bond ETF position peaked at $3.01M in Q3 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q1 2026, filed 21 Apr 2026.