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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 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. 77 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.
77 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.