PFG Private Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

PFG Private Wealth Management’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 Q2	–	Sell	-700	Closed	-$35.6K	–	177
2025 Q1	$35.6K	Hold	700	–	–	0.02%	101
2024 Q4	$35.4K	Hold	700	–	–	0.02%	103
2024 Q3	$35.9K	Hold	700	–	–	0.02%	102
2024 Q2	$35.2K	Hold	700	–	–	0.02%	104
2024 Q1	$35.3K	Hold	700	–	–	0.02%	101
2023 Q4	$35.4K	Hold	700	–	–	0.02%	89
2023 Q3	$34.9K	Hold	700	–	–	0.03%	116
2023 Q2	$34.8K	Hold	700	–	–	0.02%	159
2023 Q1	$34.7K	Hold	700	–	–	0.02%	161
2022 Q4	$34K	Hold	700	–	–	0.02%	154
2022 Q3	$34K	Hold	700	–	–	0.02%	148
2022 Q2	$34K	Hold	700	–	–	0.02%	165
2022 Q1	$35K	Hold	700	–	–	0.02%	161
2021 Q4	$35K	Hold	700	–	–	0.02%	166
2021 Q3	$35K	Buy	+700	New	+$35.1K	0.02%	156

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFG Private Wealth Management's NEAR Position: Q2 2025 in Review

PFG Private Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 700 shares — an estimated $35.6K sold.

PFG Private Wealth Management first reported a position in NEAR in Q3 2021 and held it in 15 quarters. The position peaked at $35.9K in Q3 2024. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

PFG Private Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 700 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $35.6K.
PFG Private Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's iShares Short Maturity Bond ETF position peaked at $35.9K in Q3 2024.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.