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

GeoWealth 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 		$3.15M Buy
62,084
+11,104
+22% +$563K 0.1% 131
2026
Q1 		$2.59M Sell
50,980
-458
-0.9% -$23.4K 0.09% 132
2025
Q4 		$2.63M Sell
51,438
-1,802
-3% -$92.2K 0.1% 129
2025
Q3 		$2.73M Sell
53,240
-5,009
-9% -$256K 0.1% 132
2025
Q2 		$2.98M Sell
58,249
-2,094
-3% -$106K 0.12% 103
2025
Q1 		$3.07M Buy
60,343
+923
+2% +$46.8K 0.12% 103
2024
Q4 		$3M Sell
59,420
-84,374
-59% -$4.28M 0.1% 139
2024
Q3 		$7.37M Buy
143,794
+90,930
+172% +$4.62M 0.26% 67
2024
Q2 		$2.66M Buy
52,864
+2,173
+4% +$109K 0.12% 130
2024
Q1 		$2.56M Sell
50,691
-39,448
-44% -$1.99M 0.1% 151
2023
Q4 		$4.55M Buy
90,139
+90,026
+79,669% +$4.51M 0.38% 68
2023
Q3 		$6K Buy
+113
New +$5.62K ﹤0.01% 456
2022
Q2 		– Sell
-6,390
Closed -$317K – 372
2022
Q1 		$317K Buy
+6,390
New +$318K 0.03% 256
2021
Q4 		– Sell
-44,885
Closed -$2.25M – 402
2021
Q3 		$2.25M Sell
44,885
-3,601
-7% -$181K 0.19% 106
2021
Q2 		$2.43M Buy
+48,486
New +$2.43M 0.31% 71
2021
Q1 		– Sell
-53,358
Closed -$2.67M – 229
2020
Q4 		$2.67M Buy
53,358
+1,955
+4% +$98K 0.43% 64
2020
Q3 		$2.58M Sell
51,403
-3,985
-7% -$200K 0.78% 44
2020
Q2 		$2.77M Sell
55,388
-113,686
-67% -$5.62M 1.14% 32
2020
Q1 		$8.2M Buy
169,074
+17,395
+11% +$867K 5.79% 3
2019
Q4 		$7.62M Buy
+151,679
New +$7.63M 4.1% 3

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

GeoWealth Management's NEAR Position: Q2 2026 in Review

GeoWealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 22% in Q2 2026, buying an estimated $563K and bringing the position to 62,084 shares worth $3.15M. The position accounts for 0.1% of the portfolio, ranked #131.

GeoWealth Management first reported a position in NEAR in Q4 2019 and has held it in 20 quarters since. The position peaked at $8.2M in Q1 2020. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • GeoWealth Management held 62,084 shares of iShares Short Maturity Bond ETF worth $3.15M as of Q2 2026.
  • GeoWealth Management bought 11,104 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $563K.
  • iShares Short Maturity Bond ETF made up 0.1% of GeoWealth Management's portfolio in Q2 2026, its #131 holding.
  • GeoWealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • GeoWealth Management's iShares Short Maturity Bond ETF position peaked at $8.2M in Q1 2020.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.