JWCA
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J.W. Cole Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

J.W. Cole Advisors’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 		$2.47M Sell
48,760
-236
-0.5% -$12K 0.04% 431
2026
Q1 		$2.49M Buy
48,996
+1,881
+4% +$96.1K 0.08% 210
2025
Q4 		$2.37M Buy
47,115
+32,832
+230% +$1.68M 0.06% 335
2025
Q3 		$732K Buy
14,283
+2,724
+24% +$139K 0.01% 843
2025
Q2 		$591K Buy
11,559
+4,373
+61% +$222K 0.01% 860
2025
Q1 		$366K Buy
7,186
+1,132
+19% +$57.3K 0.01% 876
2024
Q4 		$306K Sell
6,054
-1,884
-24% -$95.5K 0.01% 776
2024
Q3 		$407K Buy
7,938
+48
+0.6% +$2.44K 0.02% 679
2024
Q2 		$397K Sell
7,890
-2,558
-24% -$128K 0.02% 597
2024
Q1 		$527K Sell
10,448
-36,527
-78% -$1.84M 0.03% 523
2023
Q4 		$2.37M Buy
46,975
+15,797
+51% +$791K 0.14% 171
2023
Q3 		$1.56M Sell
31,178
-2,496
-7% -$124K 0.11% 193
2023
Q2 		$1.67M Sell
33,674
-2,448
-7% -$121K 0.12% 193
2023
Q1 		$1.79M Sell
36,122
-1,534
-4% -$76K 0.13% 185
2022
Q4 		$1.86M Sell
37,656
-9,720
-21% -$478K 0.14% 170
2022
Q3 		$2.33M Buy
47,376
+10
+0% +$493 0.19% 130
2022
Q2 		$2.33M Buy
47,366
+32,988
+229% +$1.63M 0.19% 135
2022
Q1 		$713K Sell
14,378
-802
-5% -$39.9K 0.05% 359
2021
Q4 		$758K Sell
15,180
-8,715
-36% -$436K 0.05% 353
2021
Q3 		$1.23M Buy
23,895
+8,056
+51% +$404K 0.09% 143
2021
Q2 		$795K Sell
15,839
-1,083
-6% -$54.3K 0.06% 316
2021
Q1 		$849K Buy
16,922
+1,523
+10% +$76.5K 0.08% 270
2020
Q4 		$773K Buy
15,399
+7,348
+91% +$368K 0.08% 261
2020
Q3 		$403K Sell
8,051
-7,792
-49% -$390K 0.03% 465
2020
Q2 		$792K Buy
+15,843
New +$783K 0.12% 182
2020
Q1 		– Sell
-13,358
Closed -$671K – 360
2019
Q4 		$671K Buy
+13,358
New +$672K 0.08% 252

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

J.W. Cole Advisors's NEAR Position: Q2 2026 in Review

J.W. Cole Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.48% in Q2 2026, selling an estimated $12K and leaving 48,760 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #431.

J.W. Cole Advisors first reported a position in NEAR in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.49M in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • J.W. Cole Advisors held 48,760 shares of iShares Short Maturity Bond ETF worth $2.47M as of Q2 2026.
  • J.W. Cole Advisors sold 236 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $12K.
  • iShares Short Maturity Bond ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #431 holding.
  • J.W. Cole Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • J.W. Cole Advisors's iShares Short Maturity Bond ETF position peaked at $2.49M in Q1 2026.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.