Kachkovsky & Fisher Inc’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Kachkovsky & Fisher Inc’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	$366K	Buy	+7,230	New	+$367K	0.35%	47

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

Kachkovsky & Fisher Inc's NEAR Position: Q2 2026 in Review

Kachkovsky & Fisher Inc opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 7,230 shares worth $366K. The stake represents 0.35% of the portfolio and ranks #47 among its holdings.

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

Kachkovsky & Fisher Inc held 7,230 shares of iShares Short Maturity Bond ETF worth $366K as of Q2 2026.
iShares Short Maturity Bond ETF was a new Kachkovsky & Fisher Inc position in Q2 2026.
iShares Short Maturity Bond ETF made up 0.35% of Kachkovsky & Fisher Inc's portfolio in Q2 2026, its #47 holding.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Kachkovsky & Fisher Inc's 13F filing for Q2 2026, filed 8 Sep 2026.