Purchases and Sales Made in Q2 2025 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q2 2025. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
34.5KNew |
$1.74M - $1.76M
|
34.5K
$1.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
18.8KNew |
$949K - $963K
|
18.8K
$958K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
13.6KNew |
$685K - $695K
|
13.6K
$691K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
4.95K+ 5.88% |
$250K - $253K
|
89.2K
$4.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.37K+ 40.24% |
$220K - $223K
|
15.2K
$774K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.08K+ 2.27% |
$206K - $209K
|
184K
$9.36M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.25K+ 32.79% |
$114K - $115K
|
9.12K
$464K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 36.33% |
$73.2K - $74.4K
|
5.45K
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
470+ 2.18% |
$23.7K - $24K
|
22K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
207+ 3.37% |
$10.4K - $10.6K
|
6.34K
$323K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
178+ 1.86% |
$8.97K - $9.11K
|
9.76K
$497K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
27+ 0.02% |
$1.36K - $1.38K
|
112K
$5.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
17+ 0.33% |
$857 - $870
|
5.22K
$265K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-117- 2.31% |
$5.9K - $5.99K
|
4.95K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-199- 1.29% |
$10K - $10.2K
|
15.2K
$773K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-219- 4.54% |
$11K - $11.2K
|
4.6K
$234K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-240- 3.47% |
$12.1K - $12.3K
|
6.68K
$340K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-315- 3.21% |
$15.9K - $16.1K
|
9.48K
$483K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-322- 2.4% |
$16.2K - $16.5K
|
13.1K
$666K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-509- 0.7% |
$25.7K - $26K
|
72K
$3.66M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-1.05K- 17.89% |
$52.9K - $53.7K
|
4.82K
$245K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.81K- 5.16% |
$91K - $92.4K
|
33.2K
$1.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.4K- 11.84% |
$1.28M - $1.3M
|
189K
$9.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-44.9K- 87.54% |
$2.26M - $2.3M
|
6.4K
$325K
|