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ETF Store’s iShares Short Maturity Bond ETF NEAR Stock Holding History

ETF Store’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 		$344K Buy
6,784
+647
+11% +$32.8K 0.29% 66
2026
Q1 		$312K Sell
6,137
-895
-13% -$45.7K 0.3% 62
2025
Q4 		$359K Sell
7,032
-357
-5% -$18.3K 0.37% 52
2025
Q3 		$379K Buy
7,389
+31
+0.4% +$1.58K 0.4% 45
2025
Q2 		$376K Sell
7,358
-1,343
-15% -$68.2K 0.44% 44
2025
Q1 		$443K Sell
8,701
-1,292
-13% -$65.5K 0.54% 34
2024
Q4 		$505K Buy
9,993
+97
+1% +$4.92K 0.63% 34
2024
Q3 		$507K Buy
9,896
+90
+0.9% +$4.57K 0.52% 38
2024
Q2 		$494K Sell
9,806
-650
-6% -$32.6K 0.51% 37
2024
Q1 		$528K Buy
10,456
+75
+0.7% +$3.78K 0.3% 60
2023
Q4 		$524K Buy
10,381
+140
+1% +$7.01K 0.34% 59
2023
Q3 		$510K Buy
10,241
+477
+5% +$23.7K 0.36% 48
2023
Q2 		$485K Buy
9,764
+842
+9% +$41.8K 0.34% 52
2023
Q1 		$443K Buy
8,922
+48
+0.5% +$2.38K 0.34% 52
2022
Q4 		$440K Buy
8,874
+67
+0.8% +$3.29K 0.34% 51
2022
Q3 		$434K Buy
8,807
+22
+0.3% +$1.08K 0.38% 42
2022
Q2 		$432K Sell
8,785
-1,429
-14% -$70.6K 0.35% 40
2022
Q1 		$506K Buy
10,214
+10
+0.1% +$498 0.4% 38
2021
Q4 		$508K Buy
+10,204
New +$510K 0.38% 40

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

ETF Store's NEAR Position: Q2 2026 in Review

ETF Store increased its iShares Short Maturity Bond ETF (NEAR) stake by 11% in Q2 2026, buying an estimated $32.8K and bringing the position to 6,784 shares worth $344K. The position accounts for 0.29% of the portfolio, ranked #66.

ETF Store first reported a position in NEAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $528K in Q1 2024. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • ETF Store held 6,784 shares of iShares Short Maturity Bond ETF worth $344K as of Q2 2026.
  • ETF Store bought 647 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $32.8K.
  • iShares Short Maturity Bond ETF made up 0.29% of ETF Store's portfolio in Q2 2026, its #66 holding.
  • ETF Store first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • ETF Store's iShares Short Maturity Bond ETF position peaked at $528K in Q1 2024.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.