Phillips Financial Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Phillips Financial 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	-6,773	Closed	-$345K	–	286
2025 Q1	$345K	Buy	6,773 +3	+0%	+$152	0.03%	151
2024 Q4	$342K	Sell	6,770 -438	-6%	-$22.2K	0.03%	144
2024 Q3	$369K	Sell	7,208 -175	-2%	-$8.89K	0.03%	146
2024 Q2	$372K	Sell	7,383 -2,496	-25%	-$125K	0.03%	146
2024 Q1	$498K	Buy	9,879 +3,214	+48%	+$162K	0.04%	132
2023 Q4	$337K	Buy	+6,665	New	+$334K	0.03%	145

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

Phillips Financial Management's NEAR Position: Q2 2025 in Review

Phillips Financial Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 6,773 shares — an estimated $345K sold.

Phillips Financial Management first reported a position in NEAR in Q4 2023 and held it in 6 quarters. The position peaked at $498K in Q1 2024. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

Phillips Financial Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
Phillips Financial Management sold 6,773 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $345K.
Phillips Financial Management first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and held it in 6 quarters.
Phillips Financial Management's iShares Short Maturity Bond ETF position peaked at $498K in Q1 2024.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Phillips Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.