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Keyvantage Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Keyvantage Wealth’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 		– Sell
-13,876
Closed -$705K – 104
2026
Q1 		$705K Sell
13,876
-3,034
-18% -$155K 0.31% 49
2025
Q4 		$864K Sell
16,910
-74
-0.4% -$3.79K 0.37% 39
2025
Q3 		$871K Sell
16,984
-347
-2% -$17.7K 0.37% 38
2025
Q2 		$886K Sell
17,331
-2,957
-15% -$150K 0.4% 34
2025
Q1 		$1.03M Sell
20,288
-36,807
-64% -$1.86M 0.5% 29
2024
Q4 		$2.88M Buy
+57,095
New +$2.9M 2.06% 13

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

Keyvantage Wealth's NEAR Position: Q2 2026 in Review

Keyvantage Wealth sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 13,876 shares — an estimated $705K sold.

Keyvantage Wealth first reported a position in NEAR in Q4 2024 and held it in 6 quarters. The position peaked at $2.88M in Q4 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Keyvantage Wealth reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Keyvantage Wealth sold 13,876 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $705K.
  • Keyvantage Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and held it in 6 quarters.
  • Keyvantage Wealth's iShares Short Maturity Bond ETF position peaked at $2.88M in Q4 2024.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.