HUB Investment Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

HUB Investment 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	$232K	Buy	+4,583	New	+$232K	﹤0.01%	1128
2023 Q3	–	Sell	-4,609	Closed	-$229K	–	278
2023 Q2	$229K	Sell	4,609 -3,481	-43%	-$173K	0.04%	221
2023 Q1	$401K	Sell	8,090 -9,193	-53%	-$455K	0.08%	144
2022 Q4	$852K	Sell	17,283 -6,565	-28%	-$323K	0.19%	62
2022 Q3	$1.18M	Sell	23,848 -11,648	-33%	-$574K	0.35%	65
2022 Q2	$1.75M	Sell	35,496 -5,588	-14%	-$276K	0.55%	58
2022 Q1	$2.04M	Buy	41,084 +12,636	+44%	+$629K	0.48%	58
2021 Q4	$1.42M	Buy	28,448 +6,152	+28%	+$308K	0.33%	73
2021 Q3	$1.12M	Sell	22,296 -866	-4%	-$43.4K	0.27%	94
2021 Q2	$1.16M	Sell	23,162 -7,594	-25%	-$381K	0.31%	79
2021 Q1	$1.54M	Sell	30,756 -8,108	-21%	-$407K	0.46%	63
2020 Q4	$1.95M	Buy	+38,864	New	+$1.95M	0.89%	31

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

HUB Investment Partners's NEAR Position: Q2 2026 in Review

HUB Investment Partners opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 4,583 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: HUB Investment Partners previously reported a position in NEAR as recently as Q2 2023.

HUB Investment Partners first reported a position in NEAR in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.04M in Q1 2022. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

HUB Investment Partners held 4,583 shares of iShares Short Maturity Bond ETF worth $232K as of Q2 2026.
iShares Short Maturity Bond ETF was a new HUB Investment Partners position in Q2 2026.
iShares Short Maturity Bond ETF made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1128 holding.
HUB Investment Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 12 quarters since.
HUB Investment Partners's iShares Short Maturity Bond ETF position peaked at $2.04M in Q1 2022.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.