Brookwood Investment Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Brookwood Investment Group’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	$8.66M	Buy	171,037 +6,842	+4%	+$347K	0.98%	11
2026 Q1	$8.35M	Buy	164,195 +36,545	+29%	+$1.87M	1.03%	12
2025 Q4	$6.52M	Sell	127,650 -2,305	-2%	-$118K	0.78%	24
2025 Q3	$6.66M	Sell	129,955 -5,902	-4%	-$301K	0.86%	22
2025 Q2	$6.94M	Sell	135,857 -75,692	-36%	-$3.84M	1.12%	13
2025 Q1	$10.8M	Buy	+211,549	New	+$10.7M	1.85%	10

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Brookwood Investment Group's NEAR Position: Q2 2026 in Review

Brookwood Investment Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 4.2% in Q2 2026, buying an estimated $347K and bringing the position to 171,037 shares worth $8.66M. The position accounts for 0.98% of the portfolio, ranked #11.

Brookwood Investment Group first reported a position in NEAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.8M in Q1 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Brookwood Investment Group held 171,037 shares of iShares Short Maturity Bond ETF worth $8.66M as of Q2 2026.
Brookwood Investment Group bought 6,842 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $347K.
iShares Short Maturity Bond ETF made up 0.98% of Brookwood Investment Group's portfolio in Q2 2026, its #11 holding.
Brookwood Investment Group first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's iShares Short Maturity Bond ETF position peaked at $10.8M in Q1 2025.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.