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Keystone Wealth Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Keystone Wealth Services’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
2025
Q3 		– Sell
-13,583
Closed -$694K – 303
2025
Q2 		$694K Buy
+13,583
New +$690K 0.17% 135
2022
Q3 		– Sell
-6,722
Closed -$331K – 170
2022
Q2 		$331K Sell
6,722
-496
-7% -$24.5K 0.15% 117
2022
Q1 		$358K Sell
7,218
-2,571
-26% -$128K 0.14% 117
2021
Q4 		$489K Buy
+9,789
New +$490K 0.2% 94

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 Wealth Services's NEAR Position: Q3 2025 in Review

Keystone Wealth Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 13,583 shares — an estimated $694K sold.

Keystone Wealth Services first reported a position in NEAR in Q4 2021 and held it in 4 quarters. The position peaked at $694K in Q2 2025. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • Keystone Wealth Services reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 13,583 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $694K.
  • Keystone Wealth Services first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 4 quarters.
  • Keystone Wealth Services's iShares Short Maturity Bond ETF position peaked at $694K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Keystone Wealth Services's 13F filing for Q3 2025, filed 22 Oct 2025.