AssetMark Inc
NEAR icon

AssetMark Inc’s iShares Short Maturity Bond ETF NEAR Stock Holding History

AssetMark Inc’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 		$4.71K Sell
93
-53
-36% -$2.69K ﹤0.01% 2711
2026
Q1 		$7.42K Buy
146
+45
+45% +$2.3K ﹤0.01% 2418
2025
Q4 		$5.16K Hold
101
– – ﹤0.01% 2462
2025
Q3 		$5.18K Sell
101
-23
-19% -$1.18K ﹤0.01% 2327
2025
Q2 		$6.34K Buy
124
+1
+0.8% +$51 ﹤0.01% 2073
2025
Q1 		$6.26K Buy
123
+33
+37% +$1.67K ﹤0.01% 1944
2024
Q4 		$4.54K Buy
90
+44
+96% +$2.23K ﹤0.01% 1950
2024
Q3 		$2.36K Sell
46
-46
-50% -$2.34K ﹤0.01% 1854
2024
Q2 		$4.63K Buy
+92
New +$4.62K ﹤0.01% 1615
2023
Q2 		– Sell
-1,105
Closed -$54.8K – 1642
2023
Q1 		$54.8K Sell
1,105
-112
-9% -$5.55K ﹤0.01% 1012
2022
Q4 		$60K Sell
1,217
-254,892
-100% -$12.5M ﹤0.01% 1000
2022
Q3 		$12.6M Sell
256,109
-26,536
-9% -$1.31M 0.06% 199
2022
Q2 		$13.9M Buy
282,645
+138,445
+96% +$6.84M 0.06% 199
2022
Q1 		$7.15M Buy
+144,200
New +$7.18M 0.03% 247
2021
Q4 		– Sell
-337
Closed -$17K – 1602
2021
Q3 		$17K Sell
337
-276
-45% -$13.8K ﹤0.01% 968
2021
Q2 		$31K Sell
613
-11
-2% -$552 ﹤0.01% 825
2021
Q1 		$31K Hold
624
– – ﹤0.01% 803
2020
Q4 		$31K Sell
624
-460
-42% -$23.1K ﹤0.01% 780
2020
Q3 		$54K Buy
1,084
+1,045
+2,679% +$52.3K ﹤0.01% 659
2020
Q2 		$2K Sell
39
-37
-49% -$1.83K ﹤0.01% 1106
2020
Q1 		$4K Sell
76
-308
-80% -$15.3K ﹤0.01% 1115
2019
Q4 		$19K Buy
384
+372
+3,100% +$18.7K ﹤0.01% 939
2019
Q3 		$1K Buy
+12
New +$603 ﹤0.01% 1248
2019
Q2 		– Sell
-28
Closed -$1K – 1403
2019
Q1 		$1K Sell
28
-1,110,181
-100% -$55.6M ﹤0.01% 1262
2018
Q4 		$55.3M Buy
+1,110,209
New +$55.5M 0.53% 51
2017
Q3 		– Sell
-100
Closed -$5K – 1570
2017
Q2 		$5K Buy
+100
New +$5.02K ﹤0.01% 1112
2016
Q4 		– Sell
-865
Closed -$43K – 1338
2016
Q3 		$43K Buy
+865
New +$43.4K ﹤0.01% 653

Other funds holding NEAR

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AssetMark Inc's NEAR Position: Q2 2026 in Review

AssetMark Inc reduced its iShares Short Maturity Bond ETF (NEAR) stake by 36% in Q2 2026, selling an estimated $2.69K and leaving 93 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

AssetMark Inc first reported a position in NEAR in Q3 2016 and has held it in 27 quarters since. The position peaked at $55.3M in Q4 2018. 236 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • AssetMark Inc held 93 shares of iShares Short Maturity Bond ETF worth $4.71K as of Q2 2026.
  • AssetMark Inc sold 53 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $2.69K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2711 holding.
  • AssetMark Inc first reported a position in iShares Short Maturity Bond ETF in Q3 2016 and has held it in 27 quarters since.
  • AssetMark Inc's iShares Short Maturity Bond ETF position peaked at $55.3M in Q4 2018.
  • 236 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.