Flaharty Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Flaharty Asset 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	–	Sell	-4,810	Closed	-$245K	–	100
2026 Q1	$245K	Hold	4,810	–	–	0.03%	123
2025 Q4	$246K	Hold	4,810	–	–	0.03%	123
2025 Q3	$247K	Hold	4,810	–	–	0.03%	116
2025 Q2	$246K	Hold	4,810	–	–	0.03%	110
2025 Q1	$245K	Hold	4,810	–	–	0.04%	101
2024 Q4	$243K	Sell	4,810 -2,499	-34%	-$127K	0.04%	112
2024 Q3	$375K	Sell	7,309 -20	-0.3%	-$1.02K	0.05%	82
2024 Q2	$369K	Sell	7,329 -2,400	-25%	-$120K	0.05%	79
2024 Q1	$491K	Hold	9,729	–	–	0.07%	71
2023 Q4	$492K	Hold	9,729	–	–	0.08%	70
2023 Q3	$485K	Buy	9,729 +2,400	+33%	+$119K	0.08%	63
2023 Q2	$364K	Buy	7,329 +2,519	+52%	+$125K	0.06%	74
2023 Q1	$239K	Hold	4,810	–	–	0.04%	101
2022 Q4	$237K	Hold	4,810	–	–	0.04%	99
2022 Q3	$237K	Hold	4,810	–	–	0.05%	97
2022 Q2	$237K	Hold	4,810	–	–	0.05%	100
2022 Q1	$238K	Hold	4,810	–	–	0.04%	107
2021 Q4	$240K	Hold	4,810	–	–	0.04%	121
2021 Q3	$241K	Hold	4,810	–	–	0.05%	114
2021 Q2	$241K	Hold	4,810	–	–	0.05%	105
2021 Q1	$241K	Hold	4,810	–	–	0.06%	101
2020 Q4	$241K	Sell	4,810 -2,980	-38%	-$149K	0.06%	92
2020 Q3	$390K	Hold	7,790	–	–	0.12%	52
2020 Q2	$390K	Hold	7,790	–	–	0.14%	49
2020 Q1	$377K	Buy	7,790 +2,980	+62%	+$148K	0.17%	47
2019 Q4	$242K	Buy	+4,810	New	+$242K	0.09%	62

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

Flaharty Asset Management's NEAR Position: Q2 2026 in Review

Flaharty Asset Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 4,810 shares — an estimated $245K sold.

Flaharty Asset Management first reported a position in NEAR in Q4 2019 and held it in 26 quarters. The position peaked at $492K in Q4 2023. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Flaharty Asset Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
Flaharty Asset Management sold 4,810 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $245K.
Flaharty Asset Management first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 26 quarters.
Flaharty Asset Management's iShares Short Maturity Bond ETF position peaked at $492K in Q4 2023.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.