EverSource Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

EverSource Wealth Advisors’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	$2.18M	Sell	43,069 -161	-0.4%	-$8.16K	0.07%	204
2026 Q1	$2.2M	Buy	43,230 +5,231	+14%	+$267K	0.07%	208
2025 Q4	$1.94M	Buy	37,999 +1,244	+3%	+$63.7K	0.07%	194
2025 Q3	$1.88M	Buy	36,755 +32,128	+694%	+$1.64M	0.07%	184
2025 Q2	$236K	Buy	4,627 +3,117	+206%	+$158K	0.01%	794
2025 Q1	$76.8K	Buy	1,510 +1,505	+30,100%	+$76.2K	﹤0.01%	1017
2024 Q4	$253	Buy	+5	New	+$254	﹤0.01%	3379
2022 Q4	–	Sell	-111,163	Closed	-$5.48M	–	2381
2022 Q3	$5.48M	Buy	+111,163	New	+$5.48M	1.25%	14

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

EverSource Wealth Advisors's NEAR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.37% in Q2 2026, selling an estimated $8.16K and leaving 43,069 shares worth $2.18M. The position accounts for 0.07% of the portfolio, ranked #204.

EverSource Wealth Advisors first reported a position in NEAR in Q3 2022 and has held it in 8 quarters since. The position peaked at $5.48M in Q3 2022. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

EverSource Wealth Advisors held 43,069 shares of iShares Short Maturity Bond ETF worth $2.18M as of Q2 2026.
EverSource Wealth Advisors sold 161 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $8.16K.
iShares Short Maturity Bond ETF made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #204 holding.
EverSource Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2022 and has held it in 8 quarters since.
EverSource Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $5.48M in Q3 2022.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.