Koshinski Asset Management
NEAR icon

Koshinski Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Koshinski Asset Management’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 		$344K Sell
6,786
-75
-1% -$3.8K 0.02% 567
2026
Q1 		$349K Sell
6,861
-251
-4% -$12.8K 0.02% 535
2025
Q4 		$363K Hold
7,112
– – 0.02% 513
2025
Q3 		$365K Sell
7,112
-3,793
-35% -$194K 0.02% 511
2025
Q2 		$557K Sell
10,905
-791
-7% -$40.2K 0.04% 379
2025
Q1 		$595K Sell
11,696
-319
-3% -$16.2K 0.05% 338
2024
Q4 		$607K Hold
12,015
– – 0.05% 326
2024
Q3 		$616K Sell
12,015
-150
-1% -$7.62K 0.05% 322
2024
Q2 		$612K Hold
12,165
– – 0.06% 298
2024
Q1 		$614K Buy
+12,165
New +$614K 0.06% 291
2023
Q4 		– Sell
-12,264
Closed -$612K – 587
2023
Q3 		$612K Hold
12,264
– – 0.07% 280
2023
Q2 		$610K Buy
+12,264
New +$608K 0.07% 301
2023
Q1 		– Sell
-16,766
Closed -$826K – 602
2022
Q4 		$826K Buy
16,766
+2,578
+18% +$127K 0.08% 258
2022
Q3 		$699K Sell
14,188
-877
-6% -$43.2K 0.08% 265
2022
Q2 		$742K Sell
15,065
-1,667
-10% -$82.4K 0.07% 286
2022
Q1 		$829K Sell
16,732
-1,200
-7% -$59.7K 0.07% 288
2021
Q4 		$896K Sell
17,932
-1,494
-8% -$74.7K 0.07% 280
2021
Q3 		$974K Buy
19,426
+5,512
+40% +$276K 0.08% 262
2021
Q2 		$698K Buy
13,914
+12
+0.1% +$602 0.09% 258
2021
Q1 		$698K Buy
13,902
+624
+5% +$31.3K 0.07% 297
2020
Q4 		$666K Buy
13,278
+450
+4% +$22.6K 0.08% 262
2020
Q3 		$643K Sell
12,828
-187
-1% -$9.36K 0.09% 241
2020
Q2 		$651K Sell
13,015
-162
-1% -$8.01K 0.11% 233
2020
Q1 		$639K Sell
13,177
-7,226
-35% -$360K 0.13% 203
2019
Q4 		$1.02M Buy
+20,403
New +$1.03M 0.18% 175
2019
Q3 		– Sell
-12,218
Closed -$615K – 225
2019
Q2 		$615K Buy
12,218
+4,284
+54% +$215K 0.25% 124
2019
Q1 		$399K Buy
+7,934
New +$397K 0.11% 240

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

Koshinski Asset Management's NEAR Position: Q2 2026 in Review

Koshinski Asset Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.1% in Q2 2026, selling an estimated $3.8K and leaving 6,786 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #567.

Koshinski Asset Management first reported a position in NEAR in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.02M in Q4 2019. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Koshinski Asset Management held 6,786 shares of iShares Short Maturity Bond ETF worth $344K as of Q2 2026.
  • Koshinski Asset Management sold 75 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $3.8K.
  • iShares Short Maturity Bond ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #567 holding.
  • Koshinski Asset Management first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 27 quarters since.
  • Koshinski Asset Management's iShares Short Maturity Bond ETF position peaked at $1.02M in Q4 2019.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.