Clearstead Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Clearstead Advisors’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	$1.37M	Buy	27,098 +11,776	+77%	+$597K	0.01%	469
2026 Q1	$779K	Buy	15,322 +10,394	+211%	+$531K	0.01%	600
2025 Q4	$252K	Buy	4,928 +980	+25%	+$50.2K	﹤0.01%	870
2025 Q3	$202K	Hold	3,948	–	–	﹤0.01%	879
2025 Q2	$202K	Hold	3,948	–	–	﹤0.01%	893
2025 Q1	$201K	Hold	3,948	–	–	﹤0.01%	841
2024 Q4	$199K	Hold	3,948	–	–	﹤0.01%	860
2024 Q3	$202K	Hold	3,948	–	–	﹤0.01%	859
2024 Q2	$199K	Hold	3,948	–	–	﹤0.01%	820
2024 Q1	$198K	Buy	3,948 +139	+4%	+$7.01K	0.01%	471
2023 Q4	$192K	Hold	3,809	–	–	0.01%	462
2023 Q3	$190K	Buy	3,809 +736	+24%	+$36.6K	0.01%	436
2023 Q2	$153K	Buy	3,073 +740	+32%	+$36.7K	0.01%	479
2023 Q1	$116K	Sell	2,333 -562	-19%	-$27.8K	0.01%	488
2022 Q4	$143K	Buy	+2,895	New	+$142K	0.01%	426

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

Clearstead Advisors's NEAR Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 77% in Q2 2026, buying an estimated $597K and bringing the position to 27,098 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #469.

Clearstead Advisors first reported a position in NEAR in Q4 2022 and has held it in 15 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Clearstead Advisors held 27,098 shares of iShares Short Maturity Bond ETF worth $1.37M as of Q2 2026.
Clearstead Advisors bought 11,776 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $597K.
iShares Short Maturity Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #469 holding.
Clearstead Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 15 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.