Ameliora Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ameliora Wealth Management’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	$1.99M	Sell	39,287 -10,950	-22%	-$555K	0.59%	33
2026 Q1	$2.55M	Hold	50,237	–	–	0.81%	31
2025 Q4	$2.57M	Buy	50,237 +1,950	+4%	+$99.8K	0.78%	35
2025 Q3	$2.48M	Hold	48,287	–	–	0.82%	30
2025 Q2	$2.47M	Buy	48,287 +3,000	+7%	+$152K	0.88%	30
2025 Q1	$2.3M	Hold	45,287	–	–	0.87%	29
2024 Q4	$2.29M	Hold	45,287	–	–	0.86%	29
2024 Q3	$2.32M	Sell	45,287 -62,242	-58%	-$3.16M	0.97%	27
2024 Q2	$5.41M	Sell	107,529 -22,618	-17%	-$1.13M	2.46%	12
2024 Q1	$6.57M	Buy	130,147 +3,494	+3%	+$176K	2.98%	8
2023 Q4	$6.4M	Sell	126,653 -6,647	-5%	-$333K	3.18%	9
2023 Q3	$6.65M	Hold	133,300	–	–	3.94%	6
2023 Q2	$6.63M	Sell	133,300 -4,862	-4%	-$241K	4.09%	5
2023 Q1	$6.85M	Sell	138,162 -11,000	-7%	-$545K	4%	6
2022 Q4	$7.35M	Buy	149,162 +9,392	+7%	+$462K	3.93%	6
2022 Q3	$6.87M	Buy	+139,770	New	+$6.89M	3.72%	8

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameliora Wealth Management's NEAR Position: Q2 2026 in Review

Ameliora Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 22% in Q2 2026, selling an estimated $555K and leaving 39,287 shares worth $1.99M. The position accounts for 0.59% of the portfolio, ranked #33.

Ameliora Wealth Management first reported a position in NEAR in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.35M in Q4 2022. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Ameliora Wealth Management held 39,287 shares of iShares Short Maturity Bond ETF worth $1.99M as of Q2 2026.
Ameliora Wealth Management sold 10,950 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $555K.
iShares Short Maturity Bond ETF made up 0.59% of Ameliora Wealth Management's portfolio in Q2 2026, its #33 holding.
Ameliora Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's iShares Short Maturity Bond ETF position peaked at $7.35M in Q4 2022.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.