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Gladstone Institutional Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Gladstone Institutional Advisory’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 		$5.37M Sell
105,933
-216
-0.2% -$11K 0.17% 124
2026
Q1 		$5.4M Sell
106,149
-4,993
-4% -$255K 0.2% 112
2025
Q4 		$5.68M Sell
111,142
-1,858
-2% -$95.1K 0.21% 103
2025
Q3 		$5.79M Buy
113,000
+3,260
+3% +$167K 0.22% 104
2025
Q2 		$5.61M Sell
109,740
-340
-0.3% -$17.3K 0.23% 103
2025
Q1 		$5.6M Sell
110,080
-115
-0.1% -$5.83K 0.26% 96
2024
Q4 		$5.56M Sell
110,195
-3,472
-3% -$176K 0.26% 90
2024
Q3 		$5.82M Sell
113,667
-11,555
-9% -$587K 0.28% 86
2024
Q2 		$6.3M Sell
125,222
-28,563
-19% -$1.43M 0.33% 76
2024
Q1 		$7.76M Sell
153,785
-37,447
-20% -$1.89M 0.43% 51
2023
Q4 		$9.66M Buy
191,232
+44,146
+30% +$2.21M 0.54% 37
2023
Q3 		$7.34M Sell
147,086
-14,124
-9% -$703K 0.48% 47
2023
Q2 		$8.02M Sell
161,210
-3,612
-2% -$179K 0.49% 44
2023
Q1 		$8.18M Buy
164,822
+7,193
+5% +$356K 0.53% 37
2022
Q4 		$7.77M Sell
157,629
-216
-0.1% -$10.6K 0.55% 30
2022
Q3 		$7.78M Buy
157,845
+34,612
+28% +$1.71M 0.61% 30
2022
Q2 		$6.07M Buy
123,233
+10,599
+9% +$524K 0.48% 41
2022
Q1 		$5.58M Buy
112,634
+63,606
+130% +$3.17M 0.38% 58
2021
Q4 		$2.45M Buy
49,028
+13,581
+38% +$679K 0.19% 149
2021
Q3 		$1.78M Buy
35,447
+4,290
+14% +$215K 0.17% 155
2021
Q2 		$1.56M Buy
31,157
+6,339
+26% +$318K 0.19% 130
2021
Q1 		$1.25M Buy
24,818
+699
+3% +$35.1K 0.19% 117
2020
Q4 		$1.21M Buy
24,119
+429
+2% +$21.5K 0.24% 92
2020
Q3 		$1.19M Sell
23,690
-865
-4% -$43.3K 0.28% 79
2020
Q2 		$1.23M Buy
24,555
+38
+0.2% +$1.88K 0.31% 75
2020
Q1 		$1.19M Buy
24,517
+1,710
+7% +$85.2K 0.31% 73
2019
Q4 		$1.15M Buy
22,807
+7,540
+49% +$379K 0.28% 75
2019
Q3 		$769K Buy
15,267
+6,201
+68% +$312K 0.2% 102
2019
Q2 		$457K Buy
9,066
+1,421
+19% +$71.4K 0.14% 145
2019
Q1 		$384K Buy
7,645
+2,275
+42% +$114K 0.14% 132
2018
Q4 		$268K Buy
+5,370
New +$269K 0.16% 136

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

Gladstone Institutional Advisory's NEAR Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.2% in Q2 2026, selling an estimated $11K and leaving 105,933 shares worth $5.37M. The position accounts for 0.17% of the portfolio, ranked #124.

Gladstone Institutional Advisory first reported a position in NEAR in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.66M in Q4 2023. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Gladstone Institutional Advisory held 105,933 shares of iShares Short Maturity Bond ETF worth $5.37M as of Q2 2026.
  • Gladstone Institutional Advisory sold 216 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $11K.
  • iShares Short Maturity Bond ETF made up 0.17% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #124 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Gladstone Institutional Advisory's iShares Short Maturity Bond ETF position peaked at $9.66M in Q4 2023.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.