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

Apex 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	$960K	Sell	18,943 -389	-2%	-$19.7K	0.59%	38
2026 Q1	$983K	Sell	19,332 -4,198	-18%	-$214K	0.67%	36
2025 Q4	$1.2M	Sell	23,530 -1,286	-5%	-$65.8K	1.22%	24
2025 Q3	$1.27M	Sell	24,816 -1,920	-7%	-$98.1K	0.91%	30
2025 Q2	$1.37M	Sell	26,736 -104,057	-80%	-$5.28M	1.1%	27
2025 Q1	$6.65M	Buy	130,793 +37,252	+40%	+$1.89M	5.98%	3
2024 Q4	$4.72M	Buy	+93,541	New	+$4.74M	4.08%	6

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

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

Apex Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2% in Q2 2026, selling an estimated $19.7K and leaving 18,943 shares worth $960K. The position accounts for 0.59% of the portfolio, ranked #38.

Apex Wealth Management first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.65M in Q1 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Apex Wealth Management held 18,943 shares of iShares Short Maturity Bond ETF worth $960K as of Q2 2026.
Apex Wealth Management sold 389 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $19.7K.
iShares Short Maturity Bond ETF made up 0.59% of Apex Wealth Management's portfolio in Q2 2026, its #38 holding.
Apex Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Apex Wealth Management's iShares Short Maturity Bond ETF position peaked at $6.65M in Q1 2025.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.