KFAA
NEAR icon

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

Klaas Financial Asset 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 		$281K Sell
5,539
-10,240
-65% -$519K 0.04% 53
2026
Q1 		$802K Sell
15,779
-177,494
-92% -$9.06M 0.11% 44
2025
Q4 		$9.88M Buy
193,273
+5,577
+3% +$285K 1.43% 14
2025
Q3 		$9.63M Buy
187,696
+3,758
+2% +$192K 1.44% 14
2025
Q2 		$9.4M Buy
183,938
+4,081
+2% +$207K 1.49% 14
2025
Q1 		$9.15M Buy
179,857
+2,582
+1% +$131K 1.58% 14
2024
Q4 		$8.95M Buy
177,275
+4,386
+3% +$222K 1.58% 14
2024
Q3 		$8.86M Buy
172,889
+3,367
+2% +$171K 1.54% 15
2024
Q2 		$8.53M Buy
169,522
+12,792
+8% +$642K 1.56% 14
2024
Q1 		$7.91M Buy
156,730
+3,418
+2% +$172K 1.58% 14
2023
Q4 		$7.75M Buy
153,312
+1,637
+1% +$81.9K 1.62% 14
2023
Q3 		$7.57M Buy
151,675
+1,555
+1% +$77.3K 1.71% 14
2023
Q2 		$7.46M Buy
150,120
+1,544
+1% +$76.6K 1.66% 14
2023
Q1 		$7.37M Buy
148,576
+4,237
+3% +$210K 1.7% 14
2022
Q4 		$7.11M Sell
144,339
-81,009
-36% -$3.98M 1.77% 14
2022
Q3 		$11.1M Buy
225,348
+3,115
+1% +$154K 2.82% 12
2022
Q2 		$10.9M Buy
222,233
+1,693
+0.8% +$83.7K 2.71% 12
2022
Q1 		$10.9M Buy
220,540
+8,616
+4% +$429K 2.51% 13
2021
Q4 		$10.6M Buy
211,924
+11,169
+6% +$559K 2.39% 13
2021
Q3 		$10.1M Buy
200,755
+7,847
+4% +$393K 2.46% 13
2021
Q2 		$9.68M Buy
192,908
+8,878
+5% +$445K 2.43% 13
2021
Q1 		$9.24M Buy
+184,030
New +$9.24M 2.57% 12

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

Klaas Financial Asset Advisors's NEAR Position: Q2 2026 in Review

Klaas Financial Asset Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 65% in Q2 2026, selling an estimated $519K and leaving 5,539 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #53.

Klaas Financial Asset Advisors first reported a position in NEAR in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.1M in Q3 2022. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Klaas Financial Asset Advisors held 5,539 shares of iShares Short Maturity Bond ETF worth $281K as of Q2 2026.
  • Klaas Financial Asset Advisors sold 10,240 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $519K.
  • iShares Short Maturity Bond ETF made up 0.04% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #53 holding.
  • Klaas Financial Asset Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Klaas Financial Asset Advisors's iShares Short Maturity Bond ETF position peaked at $11.1M in Q3 2022.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.