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 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

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

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

Keystone Financial Group (Kentucky) reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.61% in Q1 2026, selling an estimated $4.24K and leaving 13,517 shares worth $687K. The position accounts for 0.05% of the portfolio, ranked #253.

Keystone Financial Group (Kentucky) first reported a position in NEAR in Q4 2017 and has held it in 12 quarters since. The position peaked at $4.12M in Q4 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Keystone Financial Group (Kentucky) held 13,517 shares of iShares Short Maturity Bond ETF worth $687K as of Q1 2026.
Keystone Financial Group (Kentucky) sold 83 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $4.24K.
iShares Short Maturity Bond ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #253 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 12 quarters since.
Keystone Financial Group (Kentucky)'s iShares Short Maturity Bond ETF position peaked at $4.12M in Q4 2019.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.