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Kovack Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Kovack 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 		$1.88M Sell
37,089
-6,596
-15% -$334K 0.09% 224
2026
Q1 		$2.19M Sell
43,685
-22,300
-34% -$1.14M 0.12% 170
2025
Q4 		$3.37M Buy
65,985
+60,475
+1,098% +$3.1M 0.16% 118
2025
Q3 		$283K Sell
5,510
-11
-0.2% -$562 0.03% 484
2025
Q2 		$282K Sell
5,521
-823
-13% -$41.8K 0.03% 484
2025
Q1 		$323K Sell
6,344
-7,024
-53% -$356K 0.03% 406
2024
Q4 		$675K Sell
13,368
-1,757
-12% -$89.1K 0.07% 245
2024
Q3 		$775K Sell
15,125
-12,052
-44% -$613K 0.08% 207
2024
Q2 		$1.37M Sell
27,177
-8,252
-23% -$414K 0.15% 131
2024
Q1 		$1.79M Buy
35,429
+9,219
+35% +$465K 0.22% 101
2023
Q4 		$1.32M Buy
26,210
+12,630
+93% +$632K 0.16% 134
2023
Q3 		$678K Buy
13,580
+851
+7% +$42.3K 0.09% 204
2023
Q2 		$633K Sell
12,729
-2,473
-16% -$123K 0.08% 242
2023
Q1 		$754K Sell
15,202
-195
-1% -$9.65K 0.1% 202
2022
Q4 		$759K Sell
15,397
-1,195
-7% -$58.8K 0.11% 198
2022
Q3 		$817K Sell
16,592
-688
-4% -$33.9K 0.12% 181
2022
Q2 		$851K Sell
17,280
-23,333
-57% -$1.15M 0.11% 199
2022
Q1 		$2.01M Buy
40,613
+19,051
+88% +$948K 0.21% 100
2021
Q4 		$1.08M Sell
21,562
-19,249
-47% -$963K 0.1% 206
2021
Q3 		$2.05M Sell
40,811
-2,490
-6% -$125K 0.22% 117
2021
Q2 		$2.17M Buy
43,301
+2,008
+5% +$101K 0.25% 101
2021
Q1 		$2.07M Sell
41,293
-7,894
-16% -$396K 0.27% 99
2020
Q4 		$2.47M Buy
49,187
+952
+2% +$47.7K 0.36% 67
2020
Q3 		$2.42M Buy
48,235
+2,360
+5% +$118K 0.43% 50
2020
Q2 		$2.29M Buy
45,875
+1,258
+3% +$62.2K 0.45% 52
2020
Q1 		$2.16M Sell
44,617
-24,756
-36% -$1.23M 0.5% 46
2019
Q4 		$3.49M Buy
69,373
+2,823
+4% +$142K 0.62% 25
2019
Q3 		$3.35M Buy
66,550
+1,178
+2% +$59.2K 0.69% 22
2019
Q2 		$3.29M Buy
65,372
+29,983
+85% +$1.51M 0.75% 22
2019
Q1 		$1.78M Sell
35,389
-976
-3% -$48.9K 0.44% 52
2018
Q4 		$1.81M Sell
36,365
-2,481
-6% -$124K 0.53% 40
2018
Q3 		$1.95M Buy
+38,846
New +$1.95M 0.5% 41

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

Kovack Advisors's NEAR Position: Q2 2026 in Review

Kovack Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 15% in Q2 2026, selling an estimated $334K and leaving 37,089 shares worth $1.88M. The position accounts for 0.09% of the portfolio, ranked #224.

Kovack Advisors first reported a position in NEAR in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.49M in Q4 2019. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Kovack Advisors held 37,089 shares of iShares Short Maturity Bond ETF worth $1.88M as of Q2 2026.
  • Kovack Advisors sold 6,596 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $334K.
  • iShares Short Maturity Bond ETF made up 0.09% of Kovack Advisors's portfolio in Q2 2026, its #224 holding.
  • Kovack Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Kovack Advisors's iShares Short Maturity Bond ETF position peaked at $3.49M in Q4 2019.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.