Mayflower Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Mayflower Financial Advisors’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	–	Sell	-5,041	Closed	-$256K	–	506
2026 Q1	$256K	Hold	5,041	–	–	0.03%	384
2025 Q4	$258K	Hold	5,041	–	–	0.03%	368
2025 Q3	$259K	Hold	5,041	–	–	0.03%	362
2025 Q2	$258K	Sell	5,041 -56	-1%	-$2.84K	0.04%	341
2025 Q1	$259K	Buy	5,097 +898	+21%	+$45.5K	0.04%	329
2024 Q4	$212K	Hold	4,199	–	–	0.03%	364
2024 Q3	$215K	Hold	4,199	–	–	0.03%	352
2024 Q2	$211K	Hold	4,199	–	–	0.03%	332
2024 Q1	$212K	Hold	4,199	–	–	0.04%	336
2023 Q4	$212K	Hold	4,199	–	–	0.03%	316
2023 Q3	$209K	Hold	4,199	–	–	0.03%	312
2023 Q2	$209K	Hold	4,199	–	–	0.03%	332
2023 Q1	$208K	Hold	4,199	–	–	0.03%	324
2022 Q4	$207K	Hold	4,199	–	–	0.03%	320
2022 Q3	$207K	Hold	4,199	–	–	0.03%	304
2022 Q2	$207K	Sell	4,199 -530	-11%	-$26.2K	0.03%	302
2022 Q1	$234K	Hold	4,729	–	–	0.03%	303
2021 Q4	$236K	Hold	4,729	–	–	0.03%	297
2021 Q3	$237K	Hold	4,729	–	–	0.03%	294
2021 Q2	$237K	Sell	4,729 -595	-11%	-$29.9K	0.03%	280
2021 Q1	$267K	Buy	5,324 +329	+7%	+$16.5K	0.04%	243
2020 Q4	$251K	Buy	+4,995	New	+$250K	0.04%	227

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mayflower Financial Advisors's NEAR Position: Q2 2026 in Review

Mayflower Financial Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 5,041 shares — an estimated $256K sold.

Mayflower Financial Advisors first reported a position in NEAR in Q4 2020 and held it in 22 quarters. The position peaked at $267K in Q1 2021. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Mayflower Financial Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
Mayflower Financial Advisors sold 5,041 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $256K.
Mayflower Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 22 quarters.
Mayflower Financial Advisors's iShares Short Maturity Bond ETF position peaked at $267K in Q1 2021.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.