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Aptus Capital Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Aptus Capital 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 		– Sell
-1,206
Closed -$61.3K – 1828
2026
Q1 		$61.3K Buy
+1,206
New +$61.6K ﹤0.01% 1247
2025
Q4 		– Sell
-1,637
Closed -$83.9K – 1715
2025
Q3 		$83.9K Sell
1,637
-2,341
-59% -$120K ﹤0.01% 1144
2025
Q2 		$203K Buy
+3,978
New +$202K ﹤0.01% 946
2024
Q4 		– Sell
-578
Closed -$29.6K – 1444
2024
Q3 		$29.6K Buy
+578
New +$29.4K ﹤0.01% 991
2024
Q2 		– Sell
-569
Closed -$28.7K – 1217
2024
Q1 		$28.7K Buy
+569
New +$28.7K ﹤0.01% 939
2023
Q4 		– Sell
-1,506
Closed -$75.1K – 957
2023
Q3 		$75.1K Buy
+1,506
New +$74.9K ﹤0.01% 647
2023
Q2 		– Sell
-1,519
Closed -$75.3K – 841
2023
Q1 		$75.3K Buy
1,519
+27
+2% +$1.34K ﹤0.01% 534
2022
Q4 		$73.5K Buy
1,492
+713
+92% +$35.1K ﹤0.01% 563
2022
Q3 		$38K Hold
779
– – ﹤0.01% 568
2022
Q2 		$38K Buy
+779
New +$38.5K ﹤0.01% 492
2020
Q3 		– Sell
-5,347
Closed -$267K – 489
2020
Q2 		$267K Sell
5,347
-3,902
-42% -$193K 0.02% 241
2020
Q1 		$448K Sell
9,249
-44,844
-83% -$2.23M 0.04% 186
2019
Q4 		$2.72M Sell
54,093
-84,481
-61% -$4.25M 0.19% 105
2019
Q3 		$6.97M Buy
138,574
+131,227
+1,786% +$6.6M 0.39% 33
2019
Q2 		$369K Sell
7,347
-6,943
-49% -$349K 0.05% 270
2019
Q1 		$717K Buy
+14,290
New +$715K 0.12% 121

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

Aptus Capital Advisors's NEAR Position: Q2 2026 in Review

Aptus Capital Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 1,206 shares — an estimated $61.3K sold.

Aptus Capital Advisors first reported a position in NEAR in Q1 2019 and held it in 16 quarters. The position peaked at $6.97M in Q3 2019. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Aptus Capital Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 1,206 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $61.3K.
  • Aptus Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 16 quarters.
  • Aptus Capital Advisors's iShares Short Maturity Bond ETF position peaked at $6.97M in Q3 2019.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.