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Investment Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Investment Advisory Group’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 		$925K Buy
18,253
+2,000
+12% +$101K 0.2% 90
2026
Q1 		$826K Sell
16,253
-1,800
-10% -$91.9K 0.21% 87
2025
Q4 		$923K Buy
18,053
+200
+1% +$10.2K 0.24% 82
2025
Q3 		$916K Sell
17,853
-100
-0.6% -$5.11K 0.25% 78
2025
Q2 		$917K Sell
17,953
-1,230
-6% -$62.5K 0.28% 71
2025
Q1 		$976K Sell
19,183
-30
-0.2% -$1.52K 0.33% 64
2024
Q4 		$970K Buy
19,213
+1,290
+7% +$65.4K 0.32% 64
2024
Q3 		$918K Sell
17,923
-200
-1% -$10.2K 0.32% 63
2024
Q2 		$912K Hold
18,123
– – 0.35% 61
2024
Q1 		$914K Buy
18,123
+400
+2% +$20.2K 0.38% 56
2023
Q4 		$895K Sell
17,723
-920
-5% -$46K 0.41% 53
2023
Q3 		$930K Hold
18,643
– – 0.48% 48
2023
Q2 		$927K Buy
18,643
+2,500
+15% +$124K 0.47% 47
2023
Q1 		$801K Buy
16,143
+1,160
+8% +$57.4K 0.46% 50
2022
Q4 		$738K Sell
14,983
-800
-5% -$39.3K 0.45% 49
2022
Q3 		$777K Sell
15,783
-1,339
-8% -$66K 0.54% 43
2022
Q2 		$846K Sell
17,122
-3,053
-15% -$151K 0.58% 41
2022
Q1 		$1M Sell
20,175
-110
-0.5% -$5.47K 0.61% 38
2021
Q4 		$1.01M Buy
+20,285
New +$1.01M 0.65% 37

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

Investment Advisory Group's NEAR Position: Q2 2026 in Review

Investment Advisory Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 12% in Q2 2026, buying an estimated $101K and bringing the position to 18,253 shares worth $925K. The position accounts for 0.2% of the portfolio, ranked #90.

Investment Advisory Group first reported a position in NEAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q4 2021. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Investment Advisory Group held 18,253 shares of iShares Short Maturity Bond ETF worth $925K as of Q2 2026.
  • Investment Advisory Group bought 2,000 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $101K.
  • iShares Short Maturity Bond ETF made up 0.2% of Investment Advisory Group's portfolio in Q2 2026, its #90 holding.
  • Investment Advisory Group first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's iShares Short Maturity Bond ETF position peaked at $1.01M in Q4 2021.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.