Destiny Wealth Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Destiny Wealth Partners’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	–	Sell	-1,036	Closed	-$52.7K	–	763
2026 Q1	$52.7K	Buy	+1,036	New	+$52.9K	0.01%	428
2023 Q1	–	Sell	-1,036	Closed	-$51K	–	465
2022 Q4	$51K	Hold	1,036	–	–	0.01%	293
2022 Q3	$51K	Hold	1,036	–	–	0.01%	278
2022 Q2	$51K	Hold	1,036	–	–	0.01%	278
2022 Q1	$51K	Sell	1,036 -50	-5%	-$2.49K	0.01%	312
2021 Q4	$54K	Hold	1,086	–	–	0.01%	316
2021 Q3	$54K	Buy	+1,086	New	+$54.5K	0.01%	283
2021 Q2	–	Sell	-1,395	Closed	-$70K	–	382
2021 Q1	$70K	Sell	1,395 -347	-20%	-$17.4K	0.01%	236
2020 Q4	$87K	Buy	+1,742	New	+$87.3K	0.02%	243

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

Destiny Wealth Partners's NEAR Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 1,036 shares — an estimated $52.7K sold.

Destiny Wealth Partners first reported a position in NEAR in Q4 2020 and held it in 9 quarters. The position peaked at $87K in Q4 2020. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 1,036 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $52.7K.
Destiny Wealth Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's iShares Short Maturity Bond ETF position peaked at $87K in Q4 2020.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.