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

Clearwater Capital 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 		$165M Buy
3,249,759
+131,958
+4% +$6.69M 12.06% 1
2026
Q1 		$158M Buy
3,117,801
+192,930
+7% +$9.85M 12.79% 1
2025
Q4 		$149M Buy
2,924,871
+120,936
+4% +$6.19M 12.46% 1
2025
Q3 		$144M Buy
2,803,935
+196,471
+8% +$10M 12.25% 1
2025
Q2 		$133M Sell
2,607,464
-6,336
-0.2% -$322K 12.17% 1
2025
Q1 		$133M Buy
2,613,800
+62,036
+2% +$3.14M 12.85% 1
2024
Q4 		$129M Buy
2,551,764
+143,128
+6% +$7.26M 12.61% 1
2024
Q3 		$123M Buy
2,408,636
+73,269
+3% +$3.72M 12.02% 1
2024
Q2 		$118M Buy
2,335,367
+833,916
+56% +$41.8M 12.45% 1
2024
Q1 		$75.8M Buy
1,501,451
+83,850
+6% +$4.23M 8.08% 2
2023
Q4 		$71.6M Buy
1,417,601
+131,066
+10% +$6.56M 8.03% 2
2023
Q3 		$64.2M Buy
1,286,535
+12,342
+1% +$614K 7.86% 1
2023
Q2 		$63.4M Buy
1,274,193
+33,142
+3% +$1.64M 7.55% 1
2023
Q1 		$61.6M Buy
1,241,051
+71,674
+6% +$3.55M 7.52% 1
2022
Q4 		$57.6M Sell
1,169,377
-14,106
-1% -$694K 7.51% 2
2022
Q3 		$58.3M Sell
1,183,483
-20,882
-2% -$1.03M 8.05% 2
2022
Q2 		$59.3M Sell
1,204,365
-38,781
-3% -$1.92M 8.11% 2
2022
Q1 		$61.6M Buy
1,243,146
+347,819
+39% +$17.3M 7.06% 2
2021
Q4 		$44.7M Sell
895,327
-1,815
-0.2% -$90.8K 4.93% 4
2021
Q3 		$45M Buy
897,142
+13,679
+2% +$686K 5.21% 3
2021
Q2 		$44.3M Sell
883,463
-27,241
-3% -$1.37M 5.16% 4
2021
Q1 		$45.7M Sell
910,704
-168,467
-16% -$8.46M 5.72% 3
2020
Q4 		$54.1M Buy
1,079,171
+150,482
+16% +$7.55M 7.18% 2
2020
Q3 		$46.5M Buy
928,689
+50,022
+6% +$2.5M 7.32% 2
2020
Q2 		$43.9M Buy
878,667
+68,131
+8% +$3.37M 7.35% 2
2020
Q1 		$39.3M Buy
810,536
+350,996
+76% +$17.5M 8.48% 2
2019
Q4 		$23.1M Buy
459,540
+155,674
+51% +$7.83M 3.85% 7
2019
Q3 		$15.3M Buy
+303,866
New +$15.3M 2.7% 7

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clearwater Capital Advisors's NEAR Position: Q2 2026 in Review

Clearwater Capital Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 4.2% in Q2 2026, buying an estimated $6.69M and bringing the position to 3,249,759 shares worth $165M. The position accounts for 12.06% of the portfolio, ranked #1.

Clearwater Capital Advisors first reported a position in NEAR in Q3 2019 and has held it in 28 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Clearwater Capital Advisors held 3,249,759 shares of iShares Short Maturity Bond ETF worth $165M as of Q2 2026.
  • Clearwater Capital Advisors bought 131,958 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $6.69M.
  • iShares Short Maturity Bond ETF made up 12.06% of Clearwater Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Clearwater Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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