M1FG
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Mach-1 Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Mach-1 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
2025
Q4 		– Sell
-7,218
Closed -$370K – 396
2025
Q3 		$370K Buy
+7,218
New +$369K 0.06% 148

Other funds holding NEAR

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mach-1 Financial Group's NEAR Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 7,218 shares — an estimated $370K sold.

Mach-1 Financial Group first reported a position in NEAR in Q3 2025 and held it in 1 quarter. The position peaked at $370K in Q3 2025. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • Mach-1 Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 7,218 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $370K.
  • Mach-1 Financial Group first reported a position in iShares Short Maturity Bond ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's iShares Short Maturity Bond ETF position peaked at $370K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.