Marshall Financial Group (Maryland)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Marshall Financial Group (Maryland)’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	–	Sell	-4,315	Closed	-$220K	–	302
2025 Q4	$220K	Sell	4,315 -456	-10%	-$23.3K	0.04%	271
2025 Q3	$245K	Buy	4,771 +168	+4%	+$8.58K	0.05%	228
2025 Q2	$234K	Sell	4,603 -219	-5%	-$11.1K	0.05%	234
2025 Q1	$245K	Sell	4,822 -684	-12%	-$34.7K	0.05%	207
2024 Q4	$278K	Buy	5,506 +63	+1%	+$3.19K	0.07%	188
2024 Q3	$279K	Buy	+5,443	New	+$277K	0.07%	186

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

Marshall Financial Group (Maryland)'s NEAR Position: Q1 2026 in Review

Marshall Financial Group (Maryland) sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 4,315 shares — an estimated $220K sold.

Marshall Financial Group (Maryland) first reported a position in NEAR in Q3 2024 and held it in 6 quarters. The position peaked at $279K in Q3 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Marshall Financial Group (Maryland) reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 4,315 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $220K.
Marshall Financial Group (Maryland) first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and held it in 6 quarters.
Marshall Financial Group (Maryland)'s iShares Short Maturity Bond ETF position peaked at $279K in Q3 2024.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.