Caliber Wealth Management (Kansas)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Caliber Wealth Management (Kansas)’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	$4.63M	Buy	91,470 +397	+0.4%	+$20.1K	0.45%	43
2026 Q1	$4.63M	Buy	91,073 +708	+0.8%	+$36.2K	0.51%	37
2025 Q4	$4.62M	Buy	90,365 +569	+0.6%	+$29.1K	0.5%	37
2025 Q3	$4.6M	Sell	89,796 -946	-1%	-$48.3K	0.51%	39
2025 Q2	$4.64M	Buy	90,742 +224	+0.2%	+$11.4K	0.5%	40
2025 Q1	$4.6M	Buy	+90,518	New	+$4.59M	0.63%	35

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

Caliber Wealth Management (Kansas)'s NEAR Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.44% in Q2 2026, buying an estimated $20.1K and bringing the position to 91,470 shares worth $4.63M. The position accounts for 0.45% of the portfolio, ranked #43.

Caliber Wealth Management (Kansas) first reported a position in NEAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.64M in Q2 2025. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Caliber Wealth Management (Kansas) held 91,470 shares of iShares Short Maturity Bond ETF worth $4.63M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 397 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $20.1K.
iShares Short Maturity Bond ETF made up 0.45% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #43 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares Short Maturity Bond ETF position peaked at $4.64M in Q2 2025.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.