Golden State Equity Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Golden State Equity Partners’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	-8,187	Closed	-$416K	–	1229
2026 Q1	$416K	Buy	+8,187	New	+$418K	0.03%	496
2024 Q4	–	Sell	-520	Closed	-$26.6K	–	714
2024 Q3	$26.6K	Buy	+520	New	+$26.4K	﹤0.01%	618
2023 Q2	–	Sell	-4,844	Closed	-$240K	–	394
2023 Q1	$240K	Buy	+4,844	New	+$240K	0.13%	175
2022 Q1	$342K	Buy	6,890 +1,349	+24%	+$67.1K	0.17%	140
2021 Q4	$277K	Buy	5,541 +1,462	+36%	+$73.1K	0.14%	137
2021 Q3	$204K	Buy	+4,079	New	+$205K	0.08%	218

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

Golden State Equity Partners's NEAR Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 8,187 shares — an estimated $416K sold.

Golden State Equity Partners first reported a position in NEAR in Q3 2021 and held it in 6 quarters. The position peaked at $416K in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 8,187 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $416K.
Golden State Equity Partners first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and held it in 6 quarters.
Golden State Equity Partners's iShares Short Maturity Bond ETF position peaked at $416K in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.