AR
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Apeiron RIA’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Apeiron RIA’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 		$233K Hold
4,605
– – 0.06% 151
2026
Q1 		$234K Hold
4,605
– – 0.05% 189
2025
Q4 		$235K Hold
4,605
– – 0.05% 189
2025
Q3 		$236K Sell
4,605
-103
-2% -$5.26K 0.05% 194
2025
Q2 		$241K Hold
4,708
– – 0.06% 187
2025
Q1 		$239K Hold
4,708
– – 0.07% 182
2024
Q4 		$238K Hold
4,708
– – 0.07% 186
2024
Q3 		$241K Hold
4,708
– – 0.07% 185
2024
Q2 		$237K Hold
4,708
– – 0.07% 186
2024
Q1 		$238K Hold
4,708
– – 0.07% 190
2023
Q4 		$238K Sell
4,708
-1,527
-24% -$76.4K 0.07% 179
2023
Q3 		$311K Sell
6,235
-11
-0.2% -$547 0.11% 148
2023
Q2 		$311K Hold
6,246
– – 0.11% 142
2023
Q1 		$310K Hold
6,246
– – 0.11% 145
2022
Q4 		$308K Sell
6,246
-1,229
-16% -$60.4K 0.12% 138
2022
Q3 		$367K Buy
+7,475
New +$368K 0.17% 100
2022
Q2 		– Sell
-7,943
Closed -$393K – 182
2022
Q1 		$393K Sell
7,943
-2
-0% -$100 0.19% 97
2021
Q4 		$397K Buy
+7,945
New +$397K 0.16% 102

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

Apeiron RIA's NEAR Position: Q2 2026 in Review

Apeiron RIA held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 4,605 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #151.

Apeiron RIA first reported a position in NEAR in Q4 2021 and has held it in 18 quarters since. The position peaked at $397K in Q4 2021. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Apeiron RIA held 4,605 shares of iShares Short Maturity Bond ETF worth $233K as of Q2 2026.
  • Apeiron RIA left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.06% of Apeiron RIA's portfolio in Q2 2026, its #151 holding.
  • Apeiron RIA first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Apeiron RIA's iShares Short Maturity Bond ETF position peaked at $397K in Q4 2021.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.