Purchases and Sales Made in Q4 2025 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
115K+ 2475.41% |
$5.89M - $5.93M
|
120K
$6.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
85.1KNew |
$4.35M - $4.37M
|
85.1K
$4.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
54.3K+ 27.32% |
$2.77M - $2.79M
|
253K
$12.9M
|
|
|
Jan 23, 2026
Q4 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
30.7K+ 25.37% |
$1.57M - $1.57M
|
152K
$7.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.6K+ 115.43% |
$1.31M - $1.31M
|
47.7K
$2.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
22.6K+ 27.98% |
$1.15M - $1.16M
|
103K
$5.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
22.1K+ 68.51% |
$1.13M - $1.14M
|
54.4K
$2.78M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
19.9KNew |
$1.02M - $1.02M
|
19.9K
$1.02M
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18.1K+ 176.95% |
$925K - $930K
|
28.3K
$1.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16.5K+ 10.1% |
$844K - $849K
|
180K
$9.21M
|
|
|
Jan 26, 2026
Q4 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
14K+ 4.99% |
$714K - $718K
|
294K
$15M
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
13.9K+ 75.46% |
$709K - $713K
|
32.3K
$1.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
13.7K+ 4.74% |
$697K - $701K
|
302K
$15.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Forteris Wealth Management Inc.
Armonk, NY |
BUY
|
- |
12.8KNew |
$654K - $657K
|
12.8K
$654K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.5K+ 184.97% |
$637K - $641K
|
19.2K
$983K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 41.65% |
$589K - $592K
|
39.2K
$2.01M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
11.3K+ 76.71% |
$579K - $582K
|
26.1K
$1.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$553K - $556K
|
10.8K
$554K
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10.6KNew |
$544K - $547K
|
10.6K
$544K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9.43KNew |
$482K - $484K
|
9.43K
$482K
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
8.95K+ 4.0% |
$457K - $460K
|
233K
$11.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
8.2K+ 4.85% |
$419K - $421K
|
177K
$9.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
7.67K+ 12.99% |
$392K - $394K
|
66.7K
$3.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.65K+ 60.24% |
$391K - $393K
|
20.4K
$1.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
7.22K+ 28.93% |
$369K - $371K
|
32.2K
$1.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7.2K+ 643.65% |
$368K - $370K
|
8.31K
$425K
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.05KNew |
$360K - $362K
|
7.05K
$360K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.93K+ 110.66% |
$303K - $304K
|
11.3K
$577K
|
|
|
Jan 20, 2026
Q4 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.55K+ 5.22% |
$283K - $285K
|
112K
$5.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
5.06KNew |
$259K - $260K
|
5.06K
$259K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.79KNew |
$244K - $246K
|
4.79K
$245K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.56K+ 48.85% |
$233K - $234K
|
13.9K
$710K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.49KNew |
$229K - $231K
|
4.49K
$230K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
4.11K+ 6.98% |
$210K - $211K
|
63.1K
$3.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.94K+ 2.55% |
$201K - $202K
|
158K
$8.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.49K+ 38.72% |
$178K - $179K
|
12.5K
$639K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.8K+ 39.44% |
$143K - $144K
|
9.9K
$506K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2K+ 104.93% |
$102K - $103K
|
3.91K
$200K
|
|
|
Jan 21, 2026
Q4 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.95K+ 4.04% |
$99.6K - $100K
|
50.2K
$2.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.9K+ 9.69% |
$97.1K - $97.6K
|
21.5K
$1.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.88K+ 3.08% |
$95.9K - $96.5K
|
62.8K
$3.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.5K+ 5.03% |
$76.4K - $76.8K
|
31.2K
$1.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.24K+ 11.38% |
$63.3K - $63.7K
|
12.1K
$620K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.22K+ 7.41% |
$62.1K - $62.5K
|
17.6K
$902K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.1K+ 2.88% |
$55.9K - $56.3K
|
39.2K
$2M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
884+ 11.51% |
$45.2K - $45.4K
|
8.56K
$438K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
829+ 10.2% |
$42.3K - $42.6K
|
8.96K
$458K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
588+ 9.54% |
$30K - $30.2K
|
6.75K
$345K
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
453+ 0.54% |
$23.1K - $23.3K
|
84.3K
$4.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
315+ 3.95% |
$16.1K - $16.2K
|
8.28K
$423K
|
|