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

Cary Street Partners’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	$4.09M	Buy	80,733 +1,818	+2%	+$92.2K	0.09%	229
2026 Q1	$4.01M	Sell	78,915 -273	-0.3%	-$13.9K	0.1%	211
2025 Q4	$4.05M	Buy	79,188 +2,176	+3%	+$111K	0.1%	205
2025 Q3	$3.95M	Buy	77,012 +7,494	+11%	+$383K	0.1%	209
2025 Q2	$3.55M	Sell	69,518 -1,410	-2%	-$71.6K	0.1%	206
2025 Q1	$3.61M	Buy	70,928 +38,168	+117%	+$1.93M	0.11%	188
2024 Q4	$1.65M	Buy	+32,760	New	+$1.66M	0.05%	302

Other funds holding NEAR

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 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

SWM

Selby Wealth Management Emeryville, California $282M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

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

Cary Street Partners increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.3% in Q2 2026, buying an estimated $92.2K and bringing the position to 80,733 shares worth $4.09M. The position accounts for 0.09% of the portfolio, ranked #229.

Cary Street Partners first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Cary Street Partners held 80,733 shares of iShares Short Maturity Bond ETF worth $4.09M as of Q2 2026.
Cary Street Partners bought 1,818 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $92.2K.
iShares Short Maturity Bond ETF made up 0.09% of Cary Street Partners's portfolio in Q2 2026, its #229 holding.
Cary Street Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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