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

Focus Financial 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	$4.39M	Buy	86,697 +21,787	+34%	+$1.1M	0.14%	121
2026 Q1	$3.3M	Buy	64,910 +17,180	+36%	+$877K	0.12%	145
2025 Q4	$2.44M	Buy	47,730 +25,574	+115%	+$1.31M	0.08%	184
2025 Q3	$1.14M	Buy	22,156 +12,396	+127%	+$633K	0.04%	281
2025 Q2	$499K	Buy	9,760 +178	+2%	+$9.04K	0.02%	433
2025 Q1	$487K	Buy	+9,582	New	+$485K	0.02%	427
2020 Q4	–	Sell	-4,930	Closed	-$247K	–	459
2020 Q3	$247K	Buy	4,930 +6	+0.1%	+$300	0.02%	379
2020 Q2	$246K	Buy	+4,924	New	+$243K	0.03%	338

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

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

Focus Financial Network increased its iShares Short Maturity Bond ETF (NEAR) stake by 34% in Q2 2026, buying an estimated $1.1M and bringing the position to 86,697 shares worth $4.39M. The position accounts for 0.14% of the portfolio, ranked #121.

Focus Financial Network first reported a position in NEAR in Q2 2020 and has held it in 8 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Focus Financial Network held 86,697 shares of iShares Short Maturity Bond ETF worth $4.39M as of Q2 2026.
Focus Financial Network bought 21,787 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.1M.
iShares Short Maturity Bond ETF made up 0.14% of Focus Financial Network's portfolio in Q2 2026, its #121 holding.
Focus Financial Network first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and has held it in 8 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.