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Argos Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Argos Wealth 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 		$320K Buy
+6,314
New +$320K 0.08% 139
2026
Q1 		– Sell
-3,934
Closed -$201K – 215
2025
Q4 		$201K Buy
+3,934
New +$201K 0.05% 194

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

Argos Wealth Advisors's NEAR Position: Q2 2026 in Review

Argos Wealth Advisors opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 6,314 shares worth $320K. The stake represents 0.08% of the portfolio and ranks #139 among its holdings. This is a return to the name: Argos Wealth Advisors previously reported a position in NEAR as recently as Q4 2025.

Argos Wealth Advisors first reported a position in NEAR in Q4 2025 and has held it in 2 quarters since. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Argos Wealth Advisors held 6,314 shares of iShares Short Maturity Bond ETF worth $320K as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Argos Wealth Advisors position in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.08% of Argos Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Argos Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Argos Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.