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

HighMark Wealth 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	$476	Hold	9	–	–	﹤0.01%	522
2026 Q1	$472	Hold	9	–	–	﹤0.01%	512
2025 Q4	$472	Hold	9	–	–	﹤0.01%	545
2025 Q3	$466	Hold	9	–	–	﹤0.01%	562
2025 Q2	$460	Buy	+9	New	+$457	﹤0.01%	568

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

HighMark Wealth Management's NEAR Position: Q2 2026 in Review

HighMark Wealth Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 9 shares worth $476. The position accounts for ﹤0.01% of the portfolio, ranked #522.

HighMark Wealth Management first reported a position in NEAR in Q2 2025 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

HighMark Wealth Management held 9 shares of iShares Short Maturity Bond ETF worth $476 as of Q2 2026.
HighMark Wealth Management left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
iShares Short Maturity Bond ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #522 holding.
HighMark Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 5 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.