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

Keystone Financial Group (Kentucky)’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	$690K	Buy	13,623 +106	+0.8%	+$5.38K	0.04%	277
2026 Q1	$687K	Sell	13,517 -83	-0.6%	-$4.24K	0.05%	253
2025 Q4	$695K	Buy	13,600 +145	+1%	+$7.42K	0.05%	214
2025 Q3	$690K	Buy	+13,455	New	+$687K	0.05%	202
2020 Q1	–	Sell	-81,998	Closed	-$4.12M	–	233
2019 Q4	$4.12M	Buy	81,998 +15,517	+23%	+$780K	1.11%	15
2019 Q3	$3.35M	Buy	66,481 +1,798	+3%	+$90.4K	1.03%	23
2019 Q2	$3.25M	Sell	64,683 -1,625	-2%	-$81.6K	1.06%	23
2019 Q1	$3.33M	Buy	66,308 +483	+0.7%	+$24.2K	1.18%	18
2018 Q4	$3.28M	Buy	65,825 +2,065	+3%	+$103K	1.48%	13
2018 Q3	$3.19M	Buy	63,760 +4,382	+7%	+$220K	1.31%	19
2018 Q2	$2.97M	Buy	59,378 +8,534	+17%	+$428K	1.66%	15
2018 Q1	$2.55M	Sell	50,844 -15,775	-24%	-$791K	1.42%	19
2017 Q4	$3.31M	Buy	+66,619	New	+$3.34M	2.06%	11

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 (Kentucky)'s NEAR Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.78% in Q2 2026, buying an estimated $5.38K and bringing the position to 13,623 shares worth $690K. The position accounts for 0.04% of the portfolio, ranked #277.

Keystone Financial Group (Kentucky) first reported a position in NEAR in Q4 2017 and has held it in 13 quarters since. The position peaked at $4.12M in Q4 2019. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Keystone Financial Group (Kentucky) held 13,623 shares of iShares Short Maturity Bond ETF worth $690K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 106 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $5.38K.
iShares Short Maturity Bond ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #277 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 13 quarters since.
Keystone Financial Group (Kentucky)'s iShares Short Maturity Bond ETF position peaked at $4.12M in Q4 2019.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.