Foster Victor Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Foster Victor Wealth Advisors’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	-4,637	Closed	-$236K	–	262
2026 Q1	$236K	Sell	4,637 -6,191	-57%	-$316K	0.01%	224
2025 Q4	$553K	Buy	+10,828	New	+$554K	0.03%	152
2022 Q4	–	Sell	-38,590	Closed	-$1.9M	–	170
2022 Q3	$1.9M	Sell	38,590 -3,827	-9%	-$189K	0.28%	77
2022 Q2	$2.09M	Sell	42,417 -2,949	-7%	-$146K	0.31%	77
2022 Q1	$2.25M	Buy	45,366 +5,634	+14%	+$280K	0.31%	76
2021 Q4	$1.98M	Buy	39,732 +1,497	+4%	+$74.9K	0.27%	82
2021 Q3	$1.92M	Buy	38,235 +1,434	+4%	+$71.9K	0.31%	80
2021 Q2	$1.85M	Sell	36,801 -135	-0.4%	-$6.77K	0.31%	81
2021 Q1	$1.85M	Sell	36,936 -487	-1%	-$24.4K	0.34%	79
2020 Q4	$1.88M	Buy	37,423 +183	+0.5%	+$9.18K	0.43%	55
2020 Q3	$1.87M	Buy	+37,240	New	+$1.86M	0.51%	49

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

Foster Victor Wealth Advisors's NEAR Position: Q2 2026 in Review

Foster Victor Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 4,637 shares — an estimated $236K sold.

Foster Victor Wealth Advisors first reported a position in NEAR in Q3 2020 and held it in 11 quarters. The position peaked at $2.25M in Q1 2022. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Foster Victor Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
Foster Victor Wealth Advisors sold 4,637 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $236K.
Foster Victor Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and held it in 11 quarters.
Foster Victor Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $2.25M in Q1 2022.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.