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Financial Management Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Financial Management Network’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 		$5.3M Sell
104,865
-8,806
-8% -$447K 0.76% 34
2026
Q1 		$5.77M Sell
113,671
-7,898
-6% -$403K 0.88% 32
2025
Q4 		$6.21M Sell
121,569
-2,969
-2% -$152K 0.98% 27
2025
Q3 		$6.37M Buy
124,538
+12,585
+11% +$643K 1.05% 25
2025
Q2 		$5.69M Buy
111,953
+27
+0% +$1.37K 1.02% 26
2025
Q1 		$5.66M Sell
111,926
-3,239
-3% -$164K 1.27% 21
2024
Q4 		$5.81M Sell
115,165
-8,134
-7% -$412K 1.21% 24
2024
Q3 		$6.27M Sell
123,299
-8,929
-7% -$454K 1.31% 21
2024
Q2 		$6.65M Buy
132,228
+11,451
+9% +$574K 1.6% 19
2024
Q1 		$6.07M Buy
120,777
+9,368
+8% +$473K 1.53% 18
2023
Q4 		$5.62M Buy
111,409
+10,025
+10% +$502K 1.64% 16
2023
Q3 		$5.04M Buy
101,384
+8,511
+9% +$423K 1.67% 15
2023
Q2 		$4.6M Buy
92,873
+14,119
+18% +$700K 1.6% 16
2023
Q1 		$3.9M Buy
78,754
+19,073
+32% +$944K 1.57% 17
2022
Q4 		$2.94M Buy
59,681
+44,342
+289% +$2.18M 1.31% 18
2022
Q3 		$754K Buy
+15,339
New +$756K 0.37% 59

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

Financial Management Network's NEAR Position: Q2 2026 in Review

Financial Management Network reduced its iShares Short Maturity Bond ETF (NEAR) stake by 7.7% in Q2 2026, selling an estimated $447K and leaving 104,865 shares worth $5.3M. The position accounts for 0.76% of the portfolio, ranked #34.

Financial Management Network first reported a position in NEAR in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.65M in Q2 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Financial Management Network held 104,865 shares of iShares Short Maturity Bond ETF worth $5.3M as of Q2 2026.
  • Financial Management Network sold 8,806 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $447K.
  • iShares Short Maturity Bond ETF made up 0.76% of Financial Management Network's portfolio in Q2 2026, its #34 holding.
  • Financial Management Network first reported a position in iShares Short Maturity Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Financial Management Network's iShares Short Maturity Bond ETF position peaked at $6.65M in Q2 2024.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.