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

Brookstone Capital Management’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 		$2.21M Sell
43,577
-4,205
-9% -$213K 0.02% 477
2026
Q1 		$2.43M Sell
47,782
-1,222
-2% -$62.4K 0.03% 424
2025
Q4 		$2.5M Sell
49,004
-13,098
-21% -$671K 0.03% 404
2025
Q3 		$3.18M Buy
62,102
+8,563
+16% +$437K 0.04% 376
2025
Q2 		$2.74M Sell
53,539
-1,022
-2% -$51.9K 0.04% 367
2025
Q1 		$2.78M Sell
54,561
-6,745
-11% -$342K 0.04% 351
2024
Q4 		$3.1M Buy
61,306
+2,156
+4% +$109K 0.05% 319
2024
Q3 		$3.03M Sell
59,150
-340
-0.6% -$17.3K 0.04% 318
2024
Q2 		$3.01M Sell
59,490
-3,658
-6% -$183K 0.05% 306
2024
Q1 		$3.19M Sell
63,148
-616
-1% -$31.1K 0.06% 285
2023
Q4 		$3.22M Sell
63,764
-5,703
-8% -$285K 0.06% 254
2023
Q3 		$3.46M Sell
69,467
-2,056
-3% -$102K 0.08% 226
2023
Q2 		$3.55M Sell
71,523
-11,174
-14% -$554K 0.07% 237
2023
Q1 		$4.1M Sell
82,697
-488,539
-86% -$24.2M 0.08% 220
2022
Q4 		$28.2M Sell
571,236
-49,265
-8% -$2.42M 0.57% 46
2022
Q3 		$30.5M Sell
620,501
-40,761
-6% -$2.01M 0.7% 29
2022
Q2 		$32.5M Buy
661,262
+398,427
+152% +$19.7M 0.72% 32
2022
Q1 		$13M Buy
262,835
+20,145
+8% +$1M 0.25% 88
2021
Q4 		$12.1M Buy
242,690
+31,270
+15% +$1.56M 0.21% 106
2021
Q3 		$10.6M Buy
211,420
+44,423
+27% +$2.23M 0.19% 106
2021
Q2 		$8.37M Buy
166,997
+6,121
+4% +$307K 0.15% 133
2021
Q1 		$8.07M Buy
160,876
+65,017
+68% +$3.26M 0.31% 74
2020
Q4 		$4.81M Sell
95,859
-61,540
-39% -$3.09M 0.19% 96
2020
Q3 		$7.89M Sell
157,399
-78,887
-33% -$3.95M 0.36% 52
2020
Q2 		$11.8M Sell
236,286
-7,997
-3% -$395K 0.74% 29
2020
Q1 		$11.8M Buy
244,283
+55,599
+29% +$2.77M 0.68% 25
2019
Q4 		$9.48M Sell
188,684
-199,820
-51% -$10M 0.48% 35
2019
Q3 		$19.6M Sell
388,504
-80,962
-17% -$4.07M 1.06% 17
2019
Q2 		$23.6M Sell
469,466
-356,808
-43% -$17.9M 1.37% 16
2019
Q1 		$41.5M Sell
826,274
-103,108
-11% -$5.16M 2.69% 8
2018
Q4 		$46.3M Sell
929,382
-265,477
-22% -$13.3M 3.52% 7
2018
Q3 		$60M Buy
1,194,859
+743,523
+165% +$37.3M 4.56% 3
2018
Q2 		$22.6M Buy
451,336
+30,056
+7% +$1.51M 1.97% 7
2018
Q1 		$21.1M Buy
421,280
+129,883
+45% +$6.51M 1.92% 7
2017
Q4 		$14.6M Buy
291,397
+43,356
+17% +$2.18M 1.31% 12
2017
Q3 		$12.5M Buy
248,041
+20,154
+9% +$1.01M 1.13% 16
2017
Q2 		$11.5M Buy
227,887
+58,548
+35% +$2.94M 1.09% 16
2017
Q1 		$8.51M Sell
169,339
-17,229
-9% -$865K 0.86% 28
2016
Q4 		$9.36M Buy
186,568
+42,650
+30% +$2.14M 1.03% 24
2016
Q3 		$7.22M Buy
143,918
+70,625
+96% +$3.54M 0.8% 33
2016
Q2 		$3.68M Buy
73,293
+49,676
+210% +$2.49M 0.48% 60
2016
Q1 		$1.18M Buy
+23,617
New +$1.18M 0.18% 120

Other funds holding NEAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Brookstone Capital Management's NEAR Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 8.8% in Q2 2026, selling an estimated $213K and leaving 43,577 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #477.

Brookstone Capital Management first reported a position in NEAR in Q1 2016 and has held it in 42 quarters since. The position peaked at $60M in Q3 2018. 153 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Brookstone Capital Management held 43,577 shares of iShares Short Maturity Bond ETF worth $2.21M as of Q2 2026.
  • Brookstone Capital Management sold 4,205 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $213K.
  • iShares Short Maturity Bond ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #477 holding.
  • Brookstone Capital Management first reported a position in iShares Short Maturity Bond ETF in Q1 2016 and has held it in 42 quarters since.
  • Brookstone Capital Management's iShares Short Maturity Bond ETF position peaked at $60M in Q3 2018.
  • 153 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.