Stonebridge Financial Group (Pennsylvania)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2026 Q2	$739K	Sell	14,596 -1,538	-10%	-$78K	0.06%	144
2026 Q1	$820K	Buy	16,134 +4,002	+33%	+$204K	0.07%	134
2025 Q4	$620K	Buy	12,132 +1,240	+11%	+$63.5K	0.05%	144
2025 Q3	$559K	Buy	10,892 +3,959	+57%	+$202K	0.05%	151
2025 Q2	$354K	Sell	6,933 -98	-1%	-$4.98K	0.03%	179
2025 Q1	$358K	Sell	7,031 -1,123	-14%	-$56.9K	0.04%	167
2024 Q4	$412K	Buy	+8,154	New	+$413K	0.05%	164

Other funds holding NEAR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s NEAR Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its iShares Short Maturity Bond ETF (NEAR) stake by 9.5% in Q2 2026, selling an estimated $78K and leaving 14,596 shares worth $739K. The position accounts for 0.06% of the portfolio, ranked #144.

Stonebridge Financial Group (Pennsylvania) first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $820K in Q1 2026. 353 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 14,596 shares of iShares Short Maturity Bond ETF worth $739K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 1,538 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $78K.
iShares Short Maturity Bond ETF made up 0.06% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #144 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s iShares Short Maturity Bond ETF position peaked at $820K in Q1 2026.
353 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.