Focus Partners Wealth
NEAR icon

Focus Partners Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Focus Partners 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 		$11.9M Buy
235,567
+3,503
+2% +$178K 0.01% 658
2026
Q1 		$11.8M Sell
232,064
-3,136
-1% -$160K 0.01% 672
2025
Q4 		$12M Sell
235,200
-5,666
-2% -$290K 0.01% 642
2025
Q3 		$12.4M Sell
240,866
-2,525
-1% -$129K 0.02% 506
2025
Q2 		$12.4M Buy
243,391
+875
+0.4% +$44.4K 0.03% 457
2025
Q1 		$12.3M Buy
242,516
+1,649
+0.7% +$83.5K 0.03% 429
2024
Q4 		$12.2M Sell
240,867
-821
-0.3% -$41.6K 0.03% 420
2024
Q3 		$12.4M Sell
241,688
-6,601
-3% -$335K 0.04% 363
2024
Q2 		$12.5M Buy
+248,289
New +$12.5M 0.04% 324

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

Focus Partners Wealth's NEAR Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.5% in Q2 2026, buying an estimated $178K and bringing the position to 235,567 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #658.

Focus Partners Wealth first reported a position in NEAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.5M in Q2 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Focus Partners Wealth held 235,567 shares of iShares Short Maturity Bond ETF worth $11.9M as of Q2 2026.
  • Focus Partners Wealth bought 3,503 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $178K.
  • iShares Short Maturity Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #658 holding.
  • Focus Partners Wealth first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's iShares Short Maturity Bond ETF position peaked at $12.5M in Q2 2024.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.