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TS Financial Group (TSFG)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

TS Financial Group (TSFG)’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 		$46K Hold
900
– – 0.01% 362
2025
Q4 		$46K Hold
900
– – 0.01% 353
2025
Q3 		$46K Hold
900
– – 0.01% 355
2025
Q2 		$46K Sell
900
-97
-10% -$4.93K 0.01% 343
2025
Q1 		$51K Sell
997
-134
-12% -$6.79K 0.01% 314
2024
Q4 		$57K Sell
1,131
-143
-11% -$7.25K 0.01% 274
2024
Q3 		$65K Hold
1,274
– – 0.01% 263
2024
Q2 		$64K Sell
1,274
-500
-28% -$25.1K 0.02% 252
2024
Q1 		$90K Hold
1,774
– – 0.02% 204
2023
Q4 		$90K Hold
1,774
– – 0.03% 215
2023
Q3 		$89K Hold
1,774
– – 0.03% 215
2023
Q2 		$88K Sell
1,774
-1,000
-36% -$49.6K 0.03% 205
2023
Q1 		$138K Hold
2,774
– – 0.05% 159
2022
Q4 		$137K Buy
2,774
+2,500
+912% +$123K 0.05% 162
2022
Q3 		$13K Hold
274
– – 0.01% 471
2022
Q2 		$13K Hold
274
– – 0.01% 485
2022
Q1 		$14K Sell
274
-81
-23% -$4.03K 0.01% 490
2021
Q4 		$18K Hold
355
– – 0.01% 455
2021
Q3 		$18K Hold
355
– – 0.01% 450
2021
Q2 		$18K Sell
355
-135
-28% -$6.77K 0.01% 452
2021
Q1 		$25K Sell
490
-207
-30% -$10.4K 0.01% 341
2020
Q4 		$35K Sell
697
-20
-3% -$1K 0.02% 298
2020
Q3 		$36K Hold
717
– – 0.02% 265
2020
Q2 		$36K Sell
717
-24
-3% -$1.19K 0.02% 261
2020
Q1 		$36K Sell
741
-524
-41% -$26.1K 0.03% 231
2019
Q4 		$64K Sell
1,265
-383
-23% -$19.3K 0.05% 199
2019
Q3 		$83K Buy
1,648
+4
+0.2% +$201 0.06% 155
2019
Q2 		$83K Sell
1,644
-1,092
-40% -$54.8K 0.07% 162
2019
Q1 		$137K Buy
+2,736
New +$137K 0.12% 108

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

TS Financial Group (TSFG)'s NEAR Position: Q1 2026 in Review

TS Financial Group (TSFG) held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 900 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #362.

TS Financial Group (TSFG) first reported a position in NEAR in Q1 2019 and has held it in 29 quarters since. The position peaked at $138K in Q1 2023. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • TS Financial Group (TSFG) held 900 shares of iShares Short Maturity Bond ETF worth $46K as of Q1 2026.
  • TS Financial Group (TSFG) left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
  • iShares Short Maturity Bond ETF made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q1 2026, its #362 holding.
  • TS Financial Group (TSFG) first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • TS Financial Group (TSFG)'s iShares Short Maturity Bond ETF position peaked at $138K in Q1 2023.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.