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ORG Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

ORG Partners’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 		$490K Sell
9,594
-22,318
-70% -$1.14M 0.09% 203
2025
Q3 		$512K Sell
31,912
-12,782
-29% -$653K 0.09% 193
2025
Q2 		$2.28M Buy
44,694
+34,129
+323% +$1.73M 0.49% 43
2025
Q1 		$536K Buy
+10,565
New +$535K 0.13% 143
2023
Q4 		– Hold
0
– – – 1118
2023
Q2 		– Hold
0
– – – 1360

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

ORG Partners's NEAR Position: Q4 2025 in Review

ORG Partners reduced its iShares Short Maturity Bond ETF (NEAR) stake by 70% in Q4 2025, selling an estimated $1.14M and leaving 9,594 shares worth $490K. The position accounts for 0.09% of the portfolio, ranked #203.

ORG Partners first reported a position in NEAR in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.28M in Q2 2025. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • ORG Partners held 9,594 shares of iShares Short Maturity Bond ETF worth $490K as of Q4 2025.
  • ORG Partners sold 22,318 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $1.14M.
  • iShares Short Maturity Bond ETF made up 0.09% of ORG Partners's portfolio in Q4 2025, its #203 holding.
  • ORG Partners first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's iShares Short Maturity Bond ETF position peaked at $2.28M in Q2 2025.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.