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Cary Street Partners Investment Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Cary Street Partners Investment Advisory’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 		$6.51K Buy
129
+1
+0.8% +$51 ﹤0.01% 706
2026
Q1 		$6.51K Hold
128
– – ﹤0.01% 649
2025
Q4 		$6.54K Hold
128
– – ﹤0.01% 634
2025
Q3 		$6.56K Hold
128
– – ﹤0.01% 551
2025
Q2 		$6.54K Hold
128
– – ﹤0.01% 535
2025
Q1 		$6.51K Buy
+128
New +$6.48K ﹤0.01% 506
2024
Q4 		– Sell
-24,415
Closed -$1.25M – 673
2024
Q3 		$1.25M Sell
24,415
-5,446
-18% -$277K 0.05% 334
2024
Q2 		$1.5M Buy
29,861
+1,855
+7% +$93K 0.06% 296
2024
Q1 		$1.41M Buy
28,006
+2,115
+8% +$107K 0.06% 294
2023
Q4 		$1.31M Sell
25,891
-2,131
-8% -$107K 0.06% 285
2023
Q3 		$1.4M Buy
28,022
+1,243
+5% +$61.8K 0.08% 260
2023
Q2 		$1.33M Sell
26,779
-1,512
-5% -$75K 0.09% 233
2023
Q1 		$1.4M Sell
28,291
-14,016
-33% -$694K 0.1% 201
2022
Q4 		$2.08M Buy
42,307
+3
+0% +$147 0.15% 156
2022
Q3 		$2.08M Sell
42,304
-3,087
-7% -$152K 0.17% 143
2022
Q2 		$2.24M Buy
45,391
+6,591
+17% +$326K 0.19% 133
2022
Q1 		$1.92M Buy
38,800
+443
+1% +$22K 0.53% 57
2021
Q4 		$1.92M Sell
38,357
-2,605
-6% -$130K 0.53% 58
2021
Q3 		$2.05M Sell
40,962
-2,983
-7% -$150K 0.67% 43
2021
Q2 		$2.21M Buy
43,945
+3,216
+8% +$161K 0.71% 40
2021
Q1 		$2.04M Sell
40,729
-3,944
-9% -$198K 0.84% 26
2020
Q4 		$2.24M Buy
44,673
+12,015
+37% +$602K 0.43% 53
2020
Q3 		$1.64M Buy
+32,658
New +$1.64M 0.35% 85

Other funds holding NEAR

CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return

Cary Street Partners Investment Advisory's NEAR Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.78% in Q2 2026, buying an estimated $51 and bringing the position to 129 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Cary Street Partners Investment Advisory first reported a position in NEAR in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.24M in Q4 2020. 305 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Cary Street Partners Investment Advisory held 129 shares of iShares Short Maturity Bond ETF worth $6.51K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 1 iShares Short Maturity Bond ETF share in Q2 2026, an estimated $51.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #706 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Cary Street Partners Investment Advisory's iShares Short Maturity Bond ETF position peaked at $2.24M in Q4 2020.
  • 305 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.