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 Q2	$367K	Sell	7,240 -1,894	-21%	-$96K	0.12%	143
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

Stonebridge Financial Planning Group's NEAR Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 21% in Q2 2026, selling an estimated $96K and leaving 7,240 shares worth $367K. The position accounts for 0.12% of the portfolio, ranked #143.

Stonebridge Financial Planning Group first reported a position in NEAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q4 2023. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Stonebridge Financial Planning Group held 7,240 shares of iShares Short Maturity Bond ETF worth $367K as of Q2 2026.
Stonebridge Financial Planning Group sold 1,894 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $96K.
iShares Short Maturity Bond ETF made up 0.12% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #143 holding.
Stonebridge Financial Planning Group first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and has held it in 12 quarters since.
Stonebridge Financial Planning Group's iShares Short Maturity Bond ETF position peaked at $1.04M in Q4 2023.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.