Joel Adams & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Joel Adams & Associates’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	$1.39M	Buy	27,473 +63	+0.2%	+$3.19K	0.89%	22
2026 Q1	$1.39M	Buy	27,410 +1,208	+5%	+$61.7K	1.03%	20
2025 Q4	$1.34M	Buy	26,202 +930	+4%	+$47.6K	1.01%	20
2025 Q3	$1.3M	Sell	25,272 -468	-2%	-$23.9K	1.05%	19
2025 Q2	$1.32M	Buy	25,740 +973	+4%	+$49.4K	1.16%	16
2025 Q1	$1.26M	Buy	24,767 +8,608	+53%	+$436K	1.13%	17
2024 Q4	$816K	Buy	+16,159	New	+$819K	0.74%	24

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

Joel Adams & Associates's NEAR Position: Q2 2026 in Review

Joel Adams & Associates increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.23% in Q2 2026, buying an estimated $3.19K and bringing the position to 27,473 shares worth $1.39M. The position accounts for 0.89% of the portfolio, ranked #22.

Joel Adams & Associates first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Joel Adams & Associates held 27,473 shares of iShares Short Maturity Bond ETF worth $1.39M as of Q2 2026.
Joel Adams & Associates bought 63 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $3.19K.
iShares Short Maturity Bond ETF made up 0.89% of Joel Adams & Associates's portfolio in Q2 2026, its #22 holding.
Joel Adams & Associates first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Joel Adams & Associates's iShares Short Maturity Bond ETF position peaked at $1.39M in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.