AWA
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Aletheian Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Aletheian Wealth Advisors’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 		$1.16M Buy
22,844
+563
+3% +$28.5K 0.49% 38
2026
Q1 		$1.13M Buy
+22,281
New +$1.14M 0.55% 35
2025
Q3 		$1.11M Sell
21,571
-436
-2% -$22.3K 0.51% 39
2025
Q2 		$1.12M Buy
22,007
+470
+2% +$23.9K 0.55% 35
2025
Q1 		$1.1M Buy
21,537
+1,047
+5% +$53K 0.62% 33
2024
Q4 		$1.03M Buy
20,490
+170
+0.8% +$8.62K 0.61% 35
2024
Q3 		$1.04M Buy
20,320
+619
+3% +$31.5K 0.61% 33
2024
Q2 		$992K Buy
19,701
+606
+3% +$30.4K 0.52% 45
2024
Q1 		$964K Buy
19,095
+2,950
+18% +$149K 0.52% 48
2023
Q4 		$816K Buy
16,145
+1,226
+8% +$61.4K 0.54% 47
2023
Q3 		$744K Buy
14,919
+183
+1% +$9.1K 0.57% 46
2023
Q2 		$733K Buy
14,736
+1,947
+15% +$96.6K 0.5% 49
2023
Q1 		$634K Sell
12,789
-23,385
-65% -$1.16M 0.56% 33
2022
Q4 		$1.78M Buy
36,174
+164
+0.5% +$8.06K 1.54% 16
2022
Q3 		$1.77M Buy
36,010
+99
+0.3% +$4.88K 2.01% 15
2022
Q2 		$1.77M Buy
35,911
+853
+2% +$42.2K 1.8% 17
2022
Q1 		$1.74M Buy
35,058
+6,772
+24% +$337K 1.65% 17
2021
Q4 		$1.41M Buy
+28,286
New +$1.41M 1.39% 14

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

Aletheian Wealth Advisors's NEAR Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.5% in Q2 2026, buying an estimated $28.5K and bringing the position to 22,844 shares worth $1.16M. The position accounts for 0.49% of the portfolio, ranked #38.

Aletheian Wealth Advisors first reported a position in NEAR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.78M in Q4 2022. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Aletheian Wealth Advisors held 22,844 shares of iShares Short Maturity Bond ETF worth $1.16M as of Q2 2026.
  • Aletheian Wealth Advisors bought 563 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $28.5K.
  • iShares Short Maturity Bond ETF made up 0.49% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Aletheian Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Aletheian Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $1.78M in Q4 2022.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.