CVA Family Office’s iShares Short Maturity Bond ETF NEAR Stock Holding History

CVA Family Office’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	$657K	Hold	12,972	–	–	0.06%	174
2026 Q1	$659K	Buy	12,972 +4,658	+56%	+$238K	0.07%	158
2025 Q4	$425K	Buy	8,314 +7,196	+644%	+$368K	0.05%	188
2025 Q3	$57.3K	Hold	1,118	–	–	0.01%	530
2025 Q2	$57.1K	Sell	1,118 -9,915	-90%	-$504K	0.01%	522
2025 Q1	$561K	Hold	11,033	–	–	0.09%	148
2024 Q4	$557K	Buy	11,033 +9	+0.1%	+$456	0.09%	142
2024 Q3	$565K	Buy	11,024 +1,109	+11%	+$56.4K	0.09%	139
2024 Q2	$499K	Hold	9,915	–	–	0.09%	138
2024 Q1	$500K	Buy	+9,915	New	+$500K	0.09%	142

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

CVA Family Office's NEAR Position: Q2 2026 in Review

CVA Family Office held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 12,972 shares worth $657K. The position accounts for 0.06% of the portfolio, ranked #174.

CVA Family Office first reported a position in NEAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $659K in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

CVA Family Office held 12,972 shares of iShares Short Maturity Bond ETF worth $657K as of Q2 2026.
CVA Family Office left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
iShares Short Maturity Bond ETF made up 0.06% of CVA Family Office's portfolio in Q2 2026, its #174 holding.
CVA Family Office first reported a position in iShares Short Maturity Bond ETF in Q1 2024 and has held it in 10 quarters since.
CVA Family Office's iShares Short Maturity Bond ETF position peaked at $659K in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.