Arax Advisory Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Arax Advisory Partners’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	$2.66M	Buy	52,596 +52,499	+54,123%	+$2.66M	0.02%	708
2026 Q1	$4.93K	Buy	97 +2	+2%	+$102	﹤0.01%	2788
2025 Q4	$4.86K	Buy	+95	New	+$4.86K	﹤0.01%	2871
2025 Q3	–	Sell	-95	Closed	-$4.86K	–	4067
2025 Q2	$4.86K	Buy	95 +1	+1%	+$51	﹤0.01%	2259
2025 Q1	$4.78K	Buy	+94	New	+$4.76K	﹤0.01%	1794

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

Arax Advisory Partners's NEAR Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Short Maturity Bond ETF (NEAR) stake by 54,123% in Q2 2026, buying an estimated $2.66M and bringing the position to 52,596 shares worth $2.66M. The position accounts for 0.02% of the portfolio, ranked #708.

Arax Advisory Partners first reported a position in NEAR in Q1 2025 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Arax Advisory Partners held 52,596 shares of iShares Short Maturity Bond ETF worth $2.66M as of Q2 2026.
Arax Advisory Partners bought 52,499 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $2.66M.
iShares Short Maturity Bond ETF made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #708 holding.
Arax Advisory Partners first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 5 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.