Insigneo Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Insigneo Advisory Services’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	$262K	Buy	+5,172	New	+$262K	0.01%	677

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

Insigneo Advisory Services's NEAR Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 5,172 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings.

404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Insigneo Advisory Services held 5,172 shares of iShares Short Maturity Bond ETF worth $262K as of Q2 2026.
iShares Short Maturity Bond ETF was a new Insigneo Advisory Services position in Q2 2026.
iShares Short Maturity Bond ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #677 holding.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.