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Eagle Bluffs Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Eagle Bluffs Wealth Management’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 		$741K Sell
14,628
-238
-2% -$12.1K 0.25% 53
2026
Q1 		$756K Sell
14,866
-436
-3% -$22.3K 0.29% 53
2025
Q4 		$782K Buy
15,302
+352
+2% +$18K 0.32% 50
2025
Q3 		$767K Sell
14,950
-158
-1% -$8.07K 0.33% 52
2025
Q2 		$772K Sell
15,108
-10
-0.1% -$508 0.37% 51
2025
Q1 		$769K Sell
15,118
-990
-6% -$50.2K 0.41% 51
2024
Q4 		$813K Sell
16,108
-96
-0.6% -$4.87K 0.44% 49
2024
Q3 		$830K Sell
16,204
-16
-0.1% -$813 0.45% 46
2024
Q2 		$816K Sell
16,220
-139
-0.8% -$6.97K 0.47% 46
2024
Q1 		$825K Sell
16,359
-444
-3% -$22.4K 0.51% 46
2023
Q4 		$849K Buy
16,803
+8,157
+94% +$408K 0.58% 41
2023
Q3 		$431K Sell
8,646
-1,621
-16% -$80.6K 0.33% 54
2023
Q2 		$510K Buy
10,267
+611
+6% +$30.3K 0.39% 50
2023
Q1 		$479K Sell
9,656
-1,937
-17% -$95.9K 0.39% 50
2022
Q4 		$571K Buy
11,593
+1,132
+11% +$55.7K 0.6% 42
2022
Q3 		$515K Buy
10,461
+21
+0.2% +$1.03K 0.59% 44
2022
Q2 		$514K Buy
10,440
+149
+1% +$7.36K 0.55% 48
2022
Q1 		$510K Sell
10,291
-17,875
-63% -$889K 0.49% 50
2021
Q4 		$1.41M Buy
+28,166
New +$1.41M 1.47% 23

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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 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

Eagle Bluffs Wealth Management's NEAR Position: Q2 2026 in Review

Eagle Bluffs Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.6% in Q2 2026, selling an estimated $12.1K and leaving 14,628 shares worth $741K. The position accounts for 0.25% of the portfolio, ranked #53.

Eagle Bluffs Wealth Management first reported a position in NEAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.41M in Q4 2021. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Eagle Bluffs Wealth Management held 14,628 shares of iShares Short Maturity Bond ETF worth $741K as of Q2 2026.
  • Eagle Bluffs Wealth Management sold 238 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $12.1K.
  • iShares Short Maturity Bond ETF made up 0.25% of Eagle Bluffs Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Eagle Bluffs Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Bluffs Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.41M in Q4 2021.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.