Core Wealth Advisors (Florida)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Core Wealth Advisors (Florida)’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	$2.13M	Buy	42,069 +11,776	+39%	+$597K	0.43%	27
2026 Q1	$1.54M	Buy	30,293 +13,002	+75%	+$664K	0.37%	29
2025 Q4	$884K	Buy	17,291 +133	+0.8%	+$6.81K	0.23%	41
2025 Q3	$880K	Hold	17,158	–	–	0.23%	40
2025 Q2	$877K	Hold	17,158	–	–	0.25%	39
2025 Q1	$873K	Buy	17,158 +425	+3%	+$21.5K	0.28%	35
2024 Q4	$845K	Buy	16,733 +1,971	+13%	+$99.9K	0.28%	34
2024 Q3	$756K	Hold	14,762	–	–	0.24%	35
2024 Q2	$743K	Buy	14,762 +995	+7%	+$49.9K	0.25%	35
2024 Q1	$695K	Hold	13,767	–	–	0.24%	29
2023 Q4	$696K	Hold	13,767	–	–	0.26%	27
2023 Q3	$687K	Buy	13,767 +1,212	+10%	+$60.3K	0.28%	28
2023 Q2	$624K	Buy	12,555 +3,173	+34%	+$157K	0.25%	27
2023 Q1	$465K	Buy	9,382 +7,874	+522%	+$390K	0.19%	32
2022 Q4	$74.3K	Buy	+1,508	New	+$74.1K	0.03%	69

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

Core Wealth Advisors (Florida)'s NEAR Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its iShares Short Maturity Bond ETF (NEAR) stake by 39% in Q2 2026, buying an estimated $597K and bringing the position to 42,069 shares worth $2.13M. The position accounts for 0.43% of the portfolio, ranked #27.

Core Wealth Advisors (Florida) 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.

Core Wealth Advisors (Florida) held 42,069 shares of iShares Short Maturity Bond ETF worth $2.13M as of Q2 2026.
Core Wealth Advisors (Florida) bought 11,776 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $597K.
iShares Short Maturity Bond ETF made up 0.43% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #27 holding.
Core Wealth Advisors (Florida) 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 Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.