NEAR — ISHARES U S ETF TR

Ownership history in Bond & Devick Financial Network, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in ISHARES U S ETF TR (NEAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.73% (2025 Q4)
Avg. % of fund
0.9%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 120,040 +115,379 +2475.4% 1.73% $6.1M $50.75
2025 Q3 INITIATED 4,661 — — 0.07% $239K $50.14
% of Fund (quarterly)    NEAR price (monthly, adj. close)

Other funds also holding NEAR

As of 2025 Q4 — sorted by position size

Alexander Randolph Advisory, Inc. 18.79% Clearwater Capital Advisors, LLC 3Y 7Y 12.46% Timmons Wealth Management, LLC 8.67% Bramshill Investments, LLC 3Y 7Y 7.07% OakTrust Wealth Advisors, LLC 6.63% Integrated Investment Consultants, LLC 3Y 7Y 4.23% MBM WEALTH CONSULTANTS, LLC 3Y 7Y 3.57% Optivise Advisory Services LLC 3.04% Kraft, Davis & Associates, LLC 3Y 2.9% Ifrah Financial Services, Inc. 3Y 7Y 2.61%
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