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NWF Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

NWF Advisory Services’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
Q1 		– Sell
-10,416
Closed -$526K – 404
2024
Q4 		$526K Buy
+10,416
New +$528K 0.08% 127

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Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NWF Advisory Services's NEAR Position: Q1 2025 in Review

NWF Advisory Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2025, closing a stake of 10,416 shares — an estimated $526K sold.

NWF Advisory Services first reported a position in NEAR in Q4 2024 and held it in 1 quarter. The position peaked at $526K in Q4 2024. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

  • NWF Advisory Services reported no remaining iShares Short Maturity Bond ETF position as of Q1 2025 after selling out during the quarter.
  • NWF Advisory Services sold 10,416 iShares Short Maturity Bond ETF shares in Q1 2025, an estimated $526K.
  • NWF Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and held it in 1 quarter.
  • NWF Advisory Services's iShares Short Maturity Bond ETF position peaked at $526K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on NWF Advisory Services's 13F filing for Q1 2025, filed 12 Aug 2025.