ARC
NEAR icon

Advisor Resource Council’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Advisor Resource Council’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 		$307K Buy
+6,080
New +$308K 0.09% 199
2023
Q2 		– Sell
-26,524
Closed -$1.31M – 235
2023
Q1 		$1.31M Buy
+26,524
New +$1.31M 0.33% 78
2021
Q3 		– Sell
-6,990
Closed -$351K – 381
2021
Q2 		$351K Buy
+6,990
New +$351K 0.04% 373

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advisor Resource Council's NEAR Position: Q2 2026 in Review

Advisor Resource Council opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 6,080 shares worth $307K. The stake represents 0.09% of the portfolio and ranks #199 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in NEAR as recently as Q1 2023.

Advisor Resource Council first reported a position in NEAR in Q2 2021 and has held it in 3 quarters since. The position peaked at $1.31M in Q1 2023. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Advisor Resource Council held 6,080 shares of iShares Short Maturity Bond ETF worth $307K as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Advisor Resource Council position in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.09% of Advisor Resource Council's portfolio in Q2 2026, its #199 holding.
  • Advisor Resource Council first reported a position in iShares Short Maturity Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • Advisor Resource Council's iShares Short Maturity Bond ETF position peaked at $1.31M in Q1 2023.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.