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

Stanich 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
Q4 		– Sell
-8,322
Closed -$427K – 54
2025
Q3 		$427K Buy
+8,322
New +$425K 0.26% 37
2025
Q2 		– Sell
-10,781
Closed -$548K – 47
2025
Q1 		$548K Sell
10,781
-231
-2% -$11.7K 0.41% 29
2024
Q4 		$556K Buy
+11,012
New +$558K 0.42% 28

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stanich Group's NEAR Position: Q4 2025 in Review

Stanich Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 8,322 shares — an estimated $427K sold.

Stanich Group first reported a position in NEAR in Q4 2024 and held it in 3 quarters. The position peaked at $556K in Q4 2024. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • Stanich Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Stanich Group sold 8,322 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $427K.
  • Stanich Group first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and held it in 3 quarters.
  • Stanich Group's iShares Short Maturity Bond ETF position peaked at $556K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Stanich Group's 13F filing for Q4 2025, filed 23 Jan 2026.