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Hurley Capital’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Hurley Capital’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 		$35.1K Buy
693
+8
+1% +$406 0.02% 218
2026
Q1 		$34.8K Buy
685
+4
+0.6% +$204 0.02% 214
2025
Q4 		$34.8K Buy
681
+11
+2% +$563 0.02% 201
2025
Q3 		$34.4K Buy
670
+7
+1% +$358 0.02% 230
2025
Q2 		$33.9K Buy
663
+2
+0.3% +$102 0.02% 193
2025
Q1 		$33.6K Buy
661
+2
+0.3% +$101 0.03% 213
2024
Q4 		$33.3K Buy
+659
New +$33.4K 0.03% 181

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

Hurley Capital's NEAR Position: Q2 2026 in Review

Hurley Capital increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.2% in Q2 2026, buying an estimated $406 and bringing the position to 693 shares worth $35.1K. The position accounts for 0.02% of the portfolio, ranked #218.

Hurley Capital first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Hurley Capital held 693 shares of iShares Short Maturity Bond ETF worth $35.1K as of Q2 2026.
  • Hurley Capital bought 8 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $406.
  • iShares Short Maturity Bond ETF made up 0.02% of Hurley Capital's portfolio in Q2 2026, its #218 holding.
  • Hurley Capital first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.