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Holistic Planning’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Holistic Planning’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 		$1.08M Buy
21,251
+10,363
+95% +$525K 0.17% 124
2026
Q1 		$553K Buy
+10,888
New +$556K 0.11% 168

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

Holistic Planning's NEAR Position: Q2 2026 in Review

Holistic Planning increased its iShares Short Maturity Bond ETF (NEAR) stake by 95% in Q2 2026, buying an estimated $525K and bringing the position to 21,251 shares worth $1.08M. The position accounts for 0.17% of the portfolio, ranked #124.

Holistic Planning first reported a position in NEAR in Q1 2026 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Holistic Planning held 21,251 shares of iShares Short Maturity Bond ETF worth $1.08M as of Q2 2026.
  • Holistic Planning bought 10,363 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $525K.
  • iShares Short Maturity Bond ETF made up 0.17% of Holistic Planning's portfolio in Q2 2026, its #124 holding.
  • Holistic Planning first reported a position in iShares Short Maturity Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.