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Clear Investment Research’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Clear Investment Research’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
-90
Closed -$4.58K – 155
2026
Q1 		$4.58K Buy
+90
New +$4.6K 0.01% 190
2025
Q4 		– Sell
-89
Closed -$4.56K – 166
2025
Q3 		$4.56K Buy
89
+1
+1% +$51 0.01% 200
2025
Q2 		$4.5K Buy
88
+1
+1% +$51 0.01% 177
2025
Q1 		$4.43K Sell
87
-8
-8% -$405 0.01% 172
2024
Q4 		$4.84K Hold
95
– – 0.01% 170
2024
Q3 		$4.9K Sell
95
-2,005
-95% -$102K 0.01% 170
2024
Q2 		$106K Buy
2,100
+39
+2% +$1.96K 0.14% 72
2024
Q1 		$104K Buy
2,061
+109
+6% +$5.5K 0.14% 70
2023
Q4 		$98.6K Buy
1,952
+144
+8% +$7.21K 0.14% 73
2023
Q3 		$90.2K Sell
1,808
-666
-27% -$33.1K 0.16% 68
2023
Q2 		$123K Buy
2,474
+1,479
+149% +$73.4K 0.21% 61
2023
Q1 		$109K Hold
995
– – 0.19% 61
2022
Q4 		$49K Sell
995
-156
-14% -$7.67K 0.09% 79
2022
Q3 		$57K Sell
1,151
-63
-5% -$3.1K 0.12% 73
2022
Q2 		$60K Sell
1,214
-130
-10% -$6.42K 0.13% 71
2022
Q1 		$67K Buy
1,344
+219
+19% +$10.9K 0.13% 74
2021
Q4 		$56K Sell
1,125
-104
-8% -$5.2K 0.09% 78
2021
Q3 		$62K Sell
1,229
-3
-0.2% -$150 0.1% 75
2021
Q2 		$62K Buy
1,232
+54
+5% +$2.71K 0.1% 74
2021
Q1 		$59K Buy
1,178
+18
+2% +$904 0.11% 69
2020
Q4 		$58K Sell
1,160
-846
-42% -$42.4K 0.1% 67
2020
Q3 		$100K Hold
2,006
– – 0.2% 57
2020
Q2 		$100K Sell
2,006
-462
-19% -$22.8K 0.21% 54
2020
Q1 		$120K Sell
2,468
-23,880
-91% -$1.19M 0.29% 45
2019
Q4 		$133K Buy
26,348
+22,818
+646% +$1.15M 0.27% 48
2019
Q3 		$178K Sell
3,530
-54,726
-94% -$2.75M 0.38% 40
2019
Q2 		$2.93M Sell
58,256
-1,638
-3% -$82.3K 4.8% 8
2019
Q1 		$3.01M Sell
59,894
-76,790
-56% -$3.84M 4.7% 7
2018
Q4 		$6.81M Sell
136,684
-22,340
-14% -$1.12M 11.01% 2
2018
Q3 		$7.98M Buy
+159,024
New +$7.97M 11.55% 2

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clear Investment Research's NEAR Position: Q2 2026 in Review

Clear Investment Research sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 90 shares — an estimated $4.58K sold.

Clear Investment Research first reported a position in NEAR in Q3 2018 and held it in 30 quarters. The position peaked at $7.98M in Q3 2018. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Clear Investment Research reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 90 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $4.58K.
  • Clear Investment Research first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and held it in 30 quarters.
  • Clear Investment Research's iShares Short Maturity Bond ETF position peaked at $7.98M in Q3 2018.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.