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Socha Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Socha Financial Group’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
-30,057
Closed -$1.53M – 25
2025
Q1 		$1.53M Buy
30,057
+11,574
+63% +$586K 0.75% 10
2024
Q4 		$933K Buy
+18,483
New +$937K 0.44% 12

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Socha Financial Group's NEAR Position: Q2 2025 in Review

Socha Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 30,057 shares — an estimated $1.53M sold.

Socha Financial Group first reported a position in NEAR in Q4 2024 and held it in 2 quarters. The position peaked at $1.53M in Q1 2025. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

  • Socha Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Socha Financial Group sold 30,057 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $1.53M.
  • Socha Financial Group first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and held it in 2 quarters.
  • Socha Financial Group's iShares Short Maturity Bond ETF position peaked at $1.53M in Q1 2025.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Socha Financial Group's 13F filing for Q2 2025, filed 29 Jul 2025.