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

Kestra Private Wealth 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	$1.16M	Sell	22,950 -16,035	-41%	-$813K	0.01%	820
2026 Q1	$1.98M	Sell	38,985 -6,888	-15%	-$352K	0.02%	559
2025 Q4	$2.34M	Buy	+45,873	New	+$2.35M	0.03%	495
2025 Q3	–	Sell	-6,709	Closed	-$343K	–	1726
2025 Q2	$343K	Buy	6,709 +277	+4%	+$14.1K	﹤0.01%	1210
2025 Q1	$327K	Buy	+6,432	New	+$326K	0.01%	1159

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

Kestra Private Wealth Services's NEAR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 41% in Q2 2026, selling an estimated $813K and leaving 22,950 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #820.

Kestra Private Wealth Services first reported a position in NEAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.34M in Q4 2025. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Kestra Private Wealth Services held 22,950 shares of iShares Short Maturity Bond ETF worth $1.16M as of Q2 2026.
Kestra Private Wealth Services sold 16,035 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $813K.
iShares Short Maturity Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #820 holding.
Kestra Private Wealth Services first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 5 quarters since.
Kestra Private Wealth Services's iShares Short Maturity Bond ETF position peaked at $2.34M in Q4 2025.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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