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Beirne Wealth Consulting Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Beirne Wealth Consulting 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
2026
Q2 		$414K Sell
8,166
-651
-7% -$33K 0.08% 67
2026
Q1 		$448K Buy
8,817
+975
+12% +$49.8K 0.13% 72
2025
Q4 		$401K Sell
7,842
-407
-5% -$20.8K 0.12% 77
2025
Q3 		$423K Sell
8,249
-12
-0.1% -$613 0.1% 119
2025
Q2 		$422K Buy
8,261
+450
+6% +$22.9K 0.14% 70
2025
Q1 		$397K Sell
7,811
-175
-2% -$8.87K 0.14% 68
2024
Q4 		$403K Sell
7,986
-45
-0.6% -$2.28K 0.15% 67
2024
Q3 		$412K Buy
8,031
+93
+1% +$4.73K 0.14% 68
2024
Q2 		$400K Buy
7,938
+690
+10% +$34.6K 0.16% 68
2024
Q1 		$366K Sell
7,248
-132
-2% -$6.66K 0.16% 69
2023
Q4 		$373K Sell
7,380
-2,438
-25% -$122K 0.18% 91
2023
Q3 		$488K Hold
9,818
– – 0.39% 52
2023
Q2 		$488K Sell
9,818
-30
-0.3% -$1.49K 0.39% 52
2023
Q1 		$488K Sell
9,848
-76
-0.8% -$3.76K 0.34% 58
2022
Q4 		$489K Sell
9,924
-1,985
-17% -$97.6K 0.24% 55
2022
Q3 		$587K Buy
11,909
+5,668
+91% +$279K 0.22% 56
2022
Q2 		$307K Buy
+6,241
New +$308K 0.2% 67

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

Beirne Wealth Consulting Services's NEAR Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 7.4% in Q2 2026, selling an estimated $33K and leaving 8,166 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #67.

Beirne Wealth Consulting Services first reported a position in NEAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $587K in Q3 2022. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Beirne Wealth Consulting Services held 8,166 shares of iShares Short Maturity Bond ETF worth $414K as of Q2 2026.
  • Beirne Wealth Consulting Services sold 651 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $33K.
  • iShares Short Maturity Bond ETF made up 0.08% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #67 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares Short Maturity Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Beirne Wealth Consulting Services's iShares Short Maturity Bond ETF position peaked at $587K in Q3 2022.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.