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Boulder Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Boulder Wealth 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 		– Sell
-9,774
Closed -$497K – 40
2026
Q1 		$497K Sell
9,774
-587
-6% -$30K 0.2% 23
2025
Q4 		$529K Sell
10,361
-4,823
-32% -$247K 0.22% 25
2025
Q3 		$779K Buy
+15,184
New +$776K 0.36% 17
2022
Q4 		$8.24M Buy
+167,268
New +$8.22M 7.37% 7

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

Boulder Wealth Advisors's NEAR Position: Q2 2026 in Review

Boulder Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 9,774 shares — an estimated $497K sold.

Boulder Wealth Advisors first reported a position in NEAR in Q4 2022 and held it in 4 quarters. The position peaked at $8.24M in Q4 2022. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Boulder Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Boulder Wealth Advisors sold 9,774 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $497K.
  • Boulder Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and held it in 4 quarters.
  • Boulder Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $8.24M in Q4 2022.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.