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

PFG 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
-4,263
Closed -$217K – 840
2026
Q1 		$217K Sell
4,263
-618
-13% -$31.6K 0.01% 749
2025
Q4 		$249K Sell
4,881
-3,912
-44% -$200K 0.01% 696
2025
Q3 		$451K Sell
8,793
-314
-3% -$16K 0.02% 582
2025
Q2 		$465K Sell
9,107
-7,903
-46% -$401K 0.02% 442
2025
Q1 		$865K Sell
17,010
-4,355
-20% -$221K 0.05% 359
2024
Q4 		$1.08M Sell
21,365
-1,065
-5% -$54K 0.07% 290
2024
Q3 		$1.15M Sell
22,430
-128,755
-85% -$6.54M 0.07% 272
2024
Q2 		$7.61M Buy
151,185
+3,619
+2% +$182K 0.51% 45
2024
Q1 		$7.45M Sell
147,566
-18,011
-11% -$909K 0.54% 38
2023
Q4 		$8.36M Buy
165,577
+3,269
+2% +$164K 0.68% 29
2023
Q3 		$8.1M Buy
162,308
+22,935
+16% +$1.14M 0.73% 30
2023
Q2 		$6.93M Buy
139,373
+19,110
+16% +$948K 0.53% 35
2023
Q1 		$5.97M Buy
+120,263
New +$5.95M 0.5% 40
2021
Q4 		– Sell
-4,905
Closed -$246K – 542
2021
Q3 		$246K Sell
4,905
-10,362
-68% -$520K 0.03% 455
2021
Q2 		$766K Sell
15,267
-30,539
-67% -$1.53M 0.09% 267
2021
Q1 		$2.3M Sell
45,806
-17,021
-27% -$854K 0.29% 99
2020
Q4 		$3.15M Sell
62,827
-29,604
-32% -$1.48M 0.53% 48
2020
Q3 		$4.63M Sell
92,431
-16,227
-15% -$813K 0.89% 21
2020
Q2 		$5.43M Sell
108,658
-1,647
-1% -$81.4K 1.22% 13
2020
Q1 		$5.42M Buy
110,305
+18,246
+20% +$909K 1.46% 11
2019
Q4 		$4.63M Buy
92,059
+11,686
+15% +$588K 1.14% 13
2019
Q3 		$4.04M Buy
80,373
+5,397
+7% +$271K 1.12% 15
2019
Q2 		$3.77M Buy
74,976
+2,121
+3% +$107K 1.02% 19
2019
Q1 		$3.66M Buy
72,855
+10,380
+17% +$520K 1.12% 17
2018
Q4 		$3.13M Buy
62,475
+25,386
+68% +$1.27M 0.98% 24
2018
Q3 		$1.86M Buy
37,089
+12,372
+50% +$620K 1.44% 13
2018
Q2 		$1.24M Buy
24,717
+3,234
+15% +$162K 1.09% 27
2018
Q1 		$1.08M Buy
21,483
+631
+3% +$31.6K 1.02% 29
2017
Q4 		$1.04M Buy
+20,852
New +$1.05M 1.09% 29

Other funds holding NEAR

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

PFG Advisors's NEAR Position: Q2 2026 in Review

PFG Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 4,263 shares — an estimated $217K sold.

PFG Advisors first reported a position in NEAR in Q4 2017 and held it in 29 quarters. The position peaked at $8.36M in Q4 2023. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • PFG Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • PFG Advisors sold 4,263 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $217K.
  • PFG Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 29 quarters.
  • PFG Advisors's iShares Short Maturity Bond ETF position peaked at $8.36M in Q4 2023.
  • 77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.