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Spectrum Planning & Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Spectrum Planning & Advisory Services’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
-10,441
Closed -$531K – 98
2025
Q1 		$531K Sell
10,441
-516
-5% -$26.1K 0.44% 40
2024
Q4 		$553K Buy
10,957
+2,294
+26% +$116K 0.48% 31
2024
Q3 		$444K Buy
8,663
+1,834
+27% +$93.2K 0.43% 32
2024
Q2 		$344K Buy
+6,829
New +$343K 0.33% 39
2023
Q4 		$319K Sell
6,324
-63
-1% -$3.15K 0.45% 35
2023
Q3 		$319K Sell
6,387
-284
-4% -$14.1K 0.5% 29
2023
Q2 		$331K Hold
6,671
– – 0.5% 26
2023
Q1 		$331K Buy
6,671
+23
+0.3% +$1.14K 0.54% 26
2022
Q4 		$328K Sell
6,648
-441
-6% -$21.7K 0.45% 30
2022
Q3 		$349K Buy
7,089
+2,684
+61% +$132K 0.35% 38
2022
Q2 		$217K Sell
4,405
-59
-1% -$2.92K 0.23% 38
2022
Q1 		$221K Buy
4,464
+20
+0.5% +$995 0.2% 41
2021
Q4 		$222K Buy
4,444
+134
+3% +$6.7K 0.2% 49
2021
Q3 		$216K Sell
4,310
-146
-3% -$7.32K 0.21% 44
2021
Q2 		$224K Sell
4,456
-1,432
-24% -$71.8K 0.22% 43
2021
Q1 		$296K Sell
5,888
-249
-4% -$12.5K 0.3% 38
2020
Q4 		$308K Buy
+6,137
New +$308K 0.33% 34

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

Spectrum Planning & Advisory Services's NEAR Position: Q2 2025 in Review

Spectrum Planning & Advisory Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 10,441 shares — an estimated $531K sold.

Spectrum Planning & Advisory Services first reported a position in NEAR in Q4 2020 and held it in 17 quarters. The position peaked at $553K in Q4 2024. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

  • Spectrum Planning & Advisory Services reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 10,441 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $531K.
  • Spectrum Planning & Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 17 quarters.
  • Spectrum Planning & Advisory Services's iShares Short Maturity Bond ETF position peaked at $553K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2025, filed 15 Jul 2025.