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Kestra Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Kestra Advisory Services’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 		$6.31M Sell
124,459
-55,613
-31% -$2.82M 0.02% 714
2026
Q1 		$9.15M Buy
180,072
+97,238
+117% +$4.97M 0.03% 495
2025
Q4 		$4.23M Buy
82,834
+6,247
+8% +$320K 0.02% 838
2025
Q3 		$3.93M Sell
76,587
-139,750
-65% -$7.14M 0.02% 805
2025
Q2 		$11.1M Buy
216,337
+152,423
+238% +$7.74M 0.05% 346
2025
Q1 		$3.25M Sell
63,914
-145,466
-69% -$7.37M 0.02% 764
2024
Q4 		$10.6M Buy
209,380
+155,869
+291% +$7.9M 0.06% 333
2024
Q3 		$2.74M Sell
53,511
-175,510
-77% -$8.92M 0.02% 807
2024
Q2 		$11.5M Buy
229,021
+66,347
+41% +$3.33M 0.06% 322
2024
Q1 		$8.21M Buy
162,674
+41,994
+35% +$2.12M 0.06% 364
2023
Q4 		$6.1M Buy
120,680
+1,997
+2% +$99.9K 0.05% 394
2023
Q3 		$5.92M Buy
118,683
+87,922
+286% +$4.37M 0.06% 345
2023
Q2 		$1.53M Sell
30,761
-2,442
-7% -$121K 0.02% 783
2023
Q1 		$1.65M Sell
33,203
-69,025
-68% -$3.42M 0.02% 724
2022
Q4 		$5.04M Buy
102,228
+66,799
+189% +$3.28M 0.04% 436
2022
Q3 		$1.75M Sell
35,429
-16,651
-32% -$821K 0.02% 725
2022
Q2 		$2.56M Buy
52,080
+1,713
+3% +$84.7K 0.03% 579
2022
Q1 		$2.5M Buy
50,367
+1,685
+3% +$83.8K 0.03% 599
2021
Q4 		$2.43M Buy
48,682
+20,960
+76% +$1.05M 0.02% 617
2021
Q3 		$1.39M Sell
27,722
-3,508
-11% -$176K 0.01% 850
2021
Q2 		$1.57M Sell
31,230
-9,793
-24% -$491K 0.02% 747
2021
Q1 		$2.06M Sell
41,023
-16,799
-29% -$843K 0.03% 586
2020
Q4 		$2.9M Buy
57,822
+8,410
+17% +$422K 0.03% 476
2020
Q3 		$2.48M Buy
+49,412
New +$2.47M 0.05% 383

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

Kestra Advisory Services's NEAR Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 31% in Q2 2026, selling an estimated $2.82M and leaving 124,459 shares worth $6.31M. The position accounts for 0.02% of the portfolio, ranked #714.

Kestra Advisory Services first reported a position in NEAR in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.5M in Q2 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Kestra Advisory Services held 124,459 shares of iShares Short Maturity Bond ETF worth $6.31M as of Q2 2026.
  • Kestra Advisory Services sold 55,613 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $2.82M.
  • iShares Short Maturity Bond ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #714 holding.
  • Kestra Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's iShares Short Maturity Bond ETF position peaked at $11.5M in Q2 2024.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.