Clayton Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Clayton Financial 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	–	Sell	-708	Closed	-$36K	–	398
2026 Q1	$36K	Sell	708 -1,291	-65%	-$65.9K	0.02%	161
2025 Q4	$102K	Sell	1,999 -4,174	-68%	-$214K	0.05%	105
2025 Q3	$317K	Buy	+6,173	New	+$315K	0.23%	41
2025 Q2	–	Sell	-80,333	Closed	-$4.09M	–	83
2025 Q1	$4.09M	Buy	80,333 +4,492	+6%	+$228K	1.5%	20
2024 Q4	$3.83M	Buy	75,841 +3,895	+5%	+$198K	1.38%	20
2024 Q3	$3.69M	Buy	71,946 +9,624	+15%	+$489K	1.38%	19
2024 Q2	$3.14M	Buy	62,322 +6,142	+11%	+$308K	1.36%	20
2024 Q1	$2.83M	Buy	56,180 +611	+1%	+$30.8K	1.29%	20
2023 Q4	$2.81M	Buy	+55,569	New	+$2.78M	1.75%	17

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

Clayton Financial Group's NEAR Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 708 shares — an estimated $36K sold.

Clayton Financial Group first reported a position in NEAR in Q4 2023 and held it in 9 quarters. The position peaked at $4.09M in Q1 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Clayton Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 708 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $36K.
Clayton Financial Group first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and held it in 9 quarters.
Clayton Financial Group's iShares Short Maturity Bond ETF position peaked at $4.09M in Q1 2025.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.