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

Avestar Capital’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 		$376K Buy
+7,416
New +$376K 0.02% 436
2019
Q3 		– Sell
-16
Closed – – 597
2019
Q2 		$0 Hold
16
– – ﹤0.01% 936
2019
Q1 		$0 Hold
16
– – ﹤0.01% 936
2018
Q4 		$0 Hold
16
– – ﹤0.01% 940
2018
Q3 		$0 Hold
16
– – ﹤0.01% 947
2018
Q2 		$0 Buy
+16
New +$802 ﹤0.01% 962

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

Avestar Capital's NEAR Position: Q2 2026 in Review

Avestar Capital opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 7,416 shares worth $376K. The stake represents 0.02% of the portfolio and ranks #436 among its holdings. This is a return to the name: Avestar Capital previously reported a position in NEAR as recently as Q2 2019.

Avestar Capital first reported a position in NEAR in Q2 2018 and has held it in 6 quarters since. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Avestar Capital held 7,416 shares of iShares Short Maturity Bond ETF worth $376K as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Avestar Capital position in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #436 holding.
  • Avestar Capital first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and has held it in 6 quarters since.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.