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Herbst Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Herbst Group’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 		$347K Buy
+6,855
New +$348K 0.19% 61
2026
Q1 		– Sell
-19,898
Closed -$1.02M – 69
2025
Q4 		$1.02M Buy
+19,898
New +$1.02M 0.6% 48

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

Herbst Group's NEAR Position: Q2 2026 in Review

Herbst Group opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 6,855 shares worth $347K. The stake represents 0.19% of the portfolio and ranks #61 among its holdings. This is a return to the name: Herbst Group previously reported a position in NEAR as recently as Q4 2025.

Herbst Group first reported a position in NEAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.02M in Q4 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Herbst Group held 6,855 shares of iShares Short Maturity Bond ETF worth $347K as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Herbst Group position in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.19% of Herbst Group's portfolio in Q2 2026, its #61 holding.
  • Herbst Group first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Herbst Group's iShares Short Maturity Bond ETF position peaked at $1.02M in Q4 2025.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.