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Kelleher Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Kelleher Financial 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 		$50.7K Buy
1,000
+500
+100% +$25.4K 0.01% 440
2026
Q1 		$25.4K Hold
500
– – 0.01% 451
2025
Q4 		$25.6K Hold
500
– – 0.01% 483
2025
Q3 		$25.6K Buy
+500
New +$25.5K 0.01% 405

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

Kelleher Financial Advisors's NEAR Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 100% in Q2 2026, buying an estimated $25.4K and bringing the position to 1,000 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #440.

Kelleher Financial Advisors first reported a position in NEAR in Q3 2025 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Kelleher Financial Advisors held 1,000 shares of iShares Short Maturity Bond ETF worth $50.7K as of Q2 2026.
  • Kelleher Financial Advisors bought 500 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $25.4K.
  • iShares Short Maturity Bond ETF made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #440 holding.
  • Kelleher Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.