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Brooks Moore & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Brooks Moore & Associates’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 		$3.1M Buy
61,259
+3,106
+5% +$157K 1.39% 23
2026
Q1 		$2.96M Buy
58,153
+14,250
+32% +$728K 1.48% 22
2025
Q4 		$2.24M Buy
43,903
+27,978
+176% +$1.43M 1.1% 31
2025
Q3 		$817K Buy
15,925
+8,350
+110% +$427K 0.41% 60
2025
Q2 		$387K Buy
+7,575
New +$385K 0.21% 79

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

Brooks Moore & Associates's NEAR Position: Q2 2026 in Review

Brooks Moore & Associates increased its iShares Short Maturity Bond ETF (NEAR) stake by 5.3% in Q2 2026, buying an estimated $157K and bringing the position to 61,259 shares worth $3.1M. The position accounts for 1.39% of the portfolio, ranked #23.

Brooks Moore & Associates first reported a position in NEAR in Q2 2025 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Brooks Moore & Associates held 61,259 shares of iShares Short Maturity Bond ETF worth $3.1M as of Q2 2026.
  • Brooks Moore & Associates bought 3,106 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $157K.
  • iShares Short Maturity Bond ETF made up 1.39% of Brooks Moore & Associates's portfolio in Q2 2026, its #23 holding.
  • Brooks Moore & Associates first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.