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Larson Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Larson Financial Group’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 		$334K Buy
6,589
+6
+0.1% +$304 0.01% 671
2026
Q1 		$335K Buy
6,583
+4
+0.1% +$204 0.01% 587
2025
Q4 		$336K Buy
6,579
+9
+0.1% +$461 0.01% 575
2025
Q3 		$337K Buy
6,570
+6
+0.1% +$306 0.01% 580
2025
Q2 		$335K Buy
6,564
+7
+0.1% +$356 0.01% 539
2025
Q1 		$334K Sell
6,557
-103
-2% -$5.22K 0.02% 497
2024
Q4 		$336K Sell
6,660
-120
-2% -$6.08K 0.02% 452
2024
Q3 		$347K Buy
6,780
+9
+0.1% +$457 0.02% 431
2024
Q2 		$341K Sell
6,771
-688
-9% -$34.5K 0.02% 346
2024
Q1 		$376K Sell
7,459
-92
-1% -$4.64K 0.03% 274
2023
Q4 		$381K Sell
7,551
-1,288
-15% -$64.5K 0.03% 254
2023
Q3 		$441K Hold
8,839
– – 0.04% 211
2023
Q2 		$439K Buy
8,839
+313
+4% +$15.5K 0.04% 210
2023
Q1 		$423K Sell
8,526
-4,761
-36% -$236K 0.05% 221
2022
Q4 		$655K Buy
13,287
+7,287
+121% +$358K 0.08% 174
2022
Q3 		$296K Buy
+6,000
New +$296K 0.04% 227
2022
Q2 		– Sell
-7
Closed – – 1262
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1128
2021
Q4 		$0 Hold
7
– – ﹤0.01% 1144
2021
Q3 		$0 Hold
7
– – ﹤0.01% 926
2021
Q2 		$0 Hold
7
– – ﹤0.01% 889
2021
Q1 		$0 Hold
7
– – ﹤0.01% 896
2020
Q4 		$0 Hold
7
– – ﹤0.01% 810
2020
Q3 		$0 Hold
7
– – ﹤0.01% 798
2020
Q2 		$0 Hold
7
– – ﹤0.01% 727
2020
Q1 		$0 Hold
7
– – ﹤0.01% 617
2019
Q4 		$0 Hold
7
– – ﹤0.01% 632
2019
Q3 		$0 Hold
7
– – ﹤0.01% 593
2019
Q2 		$0 Hold
7
– – ﹤0.01% 542
2019
Q1 		$0 Sell
7
-15
-68% -$751 ﹤0.01% 523
2018
Q4 		$1K Buy
+22
New +$1.1K ﹤0.01% 427

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Larson Financial Group's NEAR Position: Q2 2026 in Review

Larson Financial Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.09% in Q2 2026, buying an estimated $304 and bringing the position to 6,589 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #671.

Larson Financial Group first reported a position in NEAR in Q4 2018 and has held it in 30 quarters since. The position peaked at $655K in Q4 2022. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Larson Financial Group held 6,589 shares of iShares Short Maturity Bond ETF worth $334K as of Q2 2026.
  • Larson Financial Group bought 6 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $304.
  • iShares Short Maturity Bond ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #671 holding.
  • Larson Financial Group first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's iShares Short Maturity Bond ETF position peaked at $655K in Q4 2022.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.