Avantax Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Avantax Advisory Services’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
2025 Q2	$13.4M	Buy	262,970 +22,665	+9%	+$1.15M	0.07%	202
2025 Q1	$12.2M	Buy	240,305 +38,305	+19%	+$1.94M	0.07%	208
2024 Q4	$10.2M	Buy	202,000 +25,552	+14%	+$1.3M	0.06%	223
2024 Q3	$9.04M	Buy	176,448 +13,074	+8%	+$664K	0.06%	243
2024 Q2	$8.22M	Buy	163,374 +35,761	+28%	+$1.79M	0.06%	246
2024 Q1	$6.44M	Buy	127,613 +123,408	+2,935%	+$6.23M	0.06%	251
2023 Q4	$212K	Buy	+4,205	New	+$210K	﹤0.01%	1448
2023 Q3	–	Sell	-4,548	Closed	-$226K	–	1596
2023 Q2	$226K	Sell	4,548 -352	-7%	-$17.5K	﹤0.01%	1341
2023 Q1	$243K	Sell	4,900 -20,225	-80%	-$1M	﹤0.01%	1268
2022 Q4	$1.24M	Sell	25,125 -13,539	-35%	-$666K	0.02%	554
2022 Q3	$1.91M	Buy	+38,664	New	+$1.91M	0.03%	387
2021 Q3	–	Sell	-4,280	Closed	-$214K	–	1209
2021 Q2	$214K	Sell	4,280 -223	-5%	-$11.2K	﹤0.01%	1050
2021 Q1	$225K	Sell	4,503 -983	-18%	-$49.3K	﹤0.01%	927
2020 Q4	$275K	Sell	5,486 -12,761	-70%	-$640K	0.01%	759
2020 Q3	$912K	Buy	18,247 +5,132	+39%	+$257K	0.01%	559
2020 Q2	$658K	Sell	13,115 -203	-2%	-$10K	0.02%	423
2020 Q1	$648K	Buy	+13,318	New	+$663K	0.02%	382

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's NEAR Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Short Maturity Bond ETF (NEAR) stake by 9.4% in Q2 2025, buying an estimated $1.15M and bringing the position to 262,970 shares worth $13.4M. The position accounts for 0.07% of the portfolio, ranked #202.

Avantax Advisory Services first reported a position in NEAR in Q1 2020 and has held it in 17 quarters since. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

Avantax Advisory Services held 262,970 shares of iShares Short Maturity Bond ETF worth $13.4M as of Q2 2025.
Avantax Advisory Services bought 22,665 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $1.15M.
iShares Short Maturity Bond ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #202 holding.
Avantax Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and has held it in 17 quarters since.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.