Flagship Private Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Flagship Private Wealth’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	$260K	Buy	5,128 +11	+0.2%	+$558	0.09%	100
2026 Q1	$260K	Buy	5,117 +19	+0.4%	+$970	0.11%	97
2025 Q4	$260K	Buy	5,098 +21	+0.4%	+$1.07K	0.1%	101
2025 Q3	$260K	Buy	5,077 +616	+14%	+$31.5K	0.1%	94
2025 Q2	$228K	Buy	4,461 +32	+0.7%	+$1.63K	0.1%	94
2025 Q1	$225K	Buy	+4,429	New	+$224K	0.11%	94
2021 Q3	–	Sell	-3,174	Closed	-$159K	–	216
2021 Q2	$159K	Sell	3,174 -53	-2%	-$2.66K	0.12%	76
2021 Q1	$162K	Sell	3,227 -1	-0%	-$50	0.14%	72
2020 Q4	$162K	Buy	+3,228	New	+$162K	0.15%	68

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

Flagship Private Wealth's NEAR Position: Q2 2026 in Review

Flagship Private Wealth increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.21% in Q2 2026, buying an estimated $558 and bringing the position to 5,128 shares worth $260K. The position accounts for 0.09% of the portfolio, ranked #100.

Flagship Private Wealth first reported a position in NEAR in Q4 2020 and has held it in 9 quarters since. The position peaked at $260K in Q4 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Flagship Private Wealth held 5,128 shares of iShares Short Maturity Bond ETF worth $260K as of Q2 2026.
Flagship Private Wealth bought 11 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $558.
iShares Short Maturity Bond ETF made up 0.09% of Flagship Private Wealth's portfolio in Q2 2026, its #100 holding.
Flagship Private Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 9 quarters since.
Flagship Private Wealth's iShares Short Maturity Bond ETF position peaked at $260K in Q4 2025.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.