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

Stonebridge Financial Planning 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
2026
Q1 		$464K Sell
9,134
-1,235
-12% -$63.1K 0.17% 124
2025
Q4 		$530K Buy
10,369
+753
+8% +$38.5K 0.19% 114
2025
Q3 		$493K Sell
9,616
-2,300
-19% -$117K 0.19% 118
2025
Q2 		$609K Sell
11,916
-256
-2% -$13K 0.25% 103
2025
Q1 		$619K Buy
12,172
+178
+1% +$9.02K 0.28% 93
2024
Q4 		$606K Sell
11,994
-2,195
-15% -$111K 0.27% 94
2024
Q3 		$727K Sell
14,189
-1,152
-8% -$58.5K 0.35% 80
2024
Q2 		$772K Sell
15,341
-1,723
-10% -$86.4K 0.39% 74
2024
Q1 		$861K Sell
17,064
-3,451
-17% -$174K 0.46% 62
2023
Q4 		$1.04M Buy
20,515
+11,275
+122% +$564K 0.6% 48
2023
Q3 		$461K Buy
+9,240
New +$460K 0.3% 84

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Stonebridge Financial Planning Group's NEAR Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 12% in Q1 2026, selling an estimated $63.1K and leaving 9,134 shares worth $464K. The position accounts for 0.17% of the portfolio, ranked #124.

Stonebridge Financial Planning Group first reported a position in NEAR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2023. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Stonebridge Financial Planning Group held 9,134 shares of iShares Short Maturity Bond ETF worth $464K as of Q1 2026.
  • Stonebridge Financial Planning Group sold 1,235 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $63.1K.
  • iShares Short Maturity Bond ETF made up 0.17% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #124 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Stonebridge Financial Planning Group's iShares Short Maturity Bond ETF position peaked at $1.04M in Q4 2023.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.