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

Newbridge Financial Services 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
-8,061
Closed -$413K – 1352
2025
Q3 		$413K Buy
8,061
+4,307
+115% +$220K 0.06% 206
2025
Q2 		$192K Buy
+3,754
New +$191K 0.03% 299
2023
Q1 		– Sell
-42
Closed -$2.05K – 1454
2022
Q4 		$2.05K Buy
42
+1
+2% +$49 ﹤0.01% 1212
2022
Q3 		$2K Hold
41
– – ﹤0.01% 1215
2022
Q2 		$2K Buy
+41
New +$2.03K ﹤0.01% 1198

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Newbridge Financial Services Group's NEAR Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 8,061 shares — an estimated $413K sold.

Newbridge Financial Services Group first reported a position in NEAR in Q2 2022 and held it in 5 quarters. The position peaked at $413K in Q3 2025. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 8,061 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $413K.
  • Newbridge Financial Services Group first reported a position in iShares Short Maturity Bond ETF in Q2 2022 and held it in 5 quarters.
  • Newbridge Financial Services Group's iShares Short Maturity Bond ETF position peaked at $413K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.