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Beacon Pointe Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Beacon Pointe 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 		$3.22M Buy
63,514
+11,820
+23% +$599K 0.01% 621
2026
Q1 		$2.63M Buy
51,694
+8,375
+19% +$428K 0.01% 651
2025
Q4 		$2.21M Buy
43,319
+27,249
+170% +$1.39M 0.02% 578
2025
Q3 		$824K Buy
16,070
+11,501
+252% +$587K 0.01% 836
2025
Q2 		$233K Sell
4,569
-2,964
-39% -$151K ﹤0.01% 1145
2025
Q1 		$383K Buy
7,533
+3,229
+75% +$164K ﹤0.01% 935
2024
Q4 		$217K Buy
4,304
+49
+1% +$2.48K ﹤0.01% 1120
2024
Q3 		$218K Sell
4,255
-4,532
-52% -$230K ﹤0.01% 1133
2024
Q2 		$442K Sell
8,787
-417
-5% -$20.9K 0.01% 916
2024
Q1 		$464K Sell
9,204
-4,726
-34% -$238K 0.01% 939
2023
Q4 		$704K Buy
13,930
+4,432
+47% +$222K 0.01% 777
2023
Q3 		$474K Buy
+9,498
New +$472K 0.01% 902

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

Beacon Pointe Advisors's NEAR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 23% in Q2 2026, buying an estimated $599K and bringing the position to 63,514 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #621.

Beacon Pointe Advisors first reported a position in NEAR in Q3 2023 and has held it in 12 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Beacon Pointe Advisors held 63,514 shares of iShares Short Maturity Bond ETF worth $3.22M as of Q2 2026.
  • Beacon Pointe Advisors bought 11,820 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $599K.
  • iShares Short Maturity Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #621 holding.
  • Beacon Pointe Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.