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

Concurrent Investment 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	$13M	Buy	256,177 +21,362	+9%	+$1.08M	0.11%	199
2026 Q1	$11.9M	Buy	234,815 +65,272	+38%	+$3.33M	0.13%	168
2025 Q4	$8.66M	Buy	169,543 +90,616	+115%	+$4.64M	0.1%	220
2025 Q3	$4.05M	Buy	78,927 +51,489	+188%	+$2.63M	0.07%	281
2025 Q2	$1.4M	Buy	27,438 +13,664	+99%	+$694K	0.03%	512
2025 Q1	$701K	Buy	13,774 +2,182	+19%	+$111K	0.02%	644
2024 Q4	$585K	Sell	11,592 -791	-6%	-$40.1K	0.02%	630
2024 Q3	$634K	Sell	12,383 -668	-5%	-$33.9K	0.02%	568
2024 Q2	$657K	Buy	13,051 +2,286	+21%	+$115K	0.02%	524
2024 Q1	$543K	Buy	10,765 +691	+7%	+$34.9K	0.02%	524
2023 Q4	$509K	Buy	+10,074	New	+$504K	0.02%	493

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

Concurrent Investment Advisors's NEAR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 9.1% in Q2 2026, buying an estimated $1.08M and bringing the position to 256,177 shares worth $13M. The position accounts for 0.11% of the portfolio, ranked #199.

Concurrent Investment Advisors first reported a position in NEAR in Q4 2023 and has held it in 11 quarters since. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Concurrent Investment Advisors held 256,177 shares of iShares Short Maturity Bond ETF worth $13M as of Q2 2026.
Concurrent Investment Advisors bought 21,362 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.08M.
iShares Short Maturity Bond ETF made up 0.11% of Concurrent Investment Advisors's portfolio in Q2 2026, its #199 holding.
Concurrent Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 11 quarters since.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.