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Live Oak Private Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Live Oak Private 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 		$1.09M Buy
21,431
+2,177
+11% +$110K 0.14% 106
2026
Q1 		$979K Sell
19,254
-1,193
-6% -$60.9K 0.14% 102
2025
Q4 		$1.04M Buy
20,447
+311
+2% +$15.9K 0.14% 97
2025
Q3 		$1.03M Sell
20,136
-215
-1% -$11K 0.14% 99
2025
Q2 		$1.04M Buy
20,351
+171
+0.8% +$8.68K 0.16% 100
2025
Q1 		$1.03M Sell
20,180
-896
-4% -$45.4K 0.17% 96
2024
Q4 		$1.06M Sell
21,076
-342
-2% -$17.3K 0.18% 90
2024
Q3 		$1.1M Buy
21,418
+120
+0.6% +$6.1K 0.18% 88
2024
Q2 		$1.07M Buy
21,298
+392
+2% +$19.7K 0.18% 89
2024
Q1 		$1.05M Buy
20,906
+1,832
+10% +$92.4K 0.18% 90
2023
Q4 		$964K Sell
19,074
-10
-0.1% -$500 0.18% 88
2023
Q3 		$952K Buy
19,084
+2,171
+13% +$108K 0.2% 83
2023
Q2 		$841K Buy
16,913
+2,310
+16% +$115K 0.17% 89
2023
Q1 		$724K Sell
14,603
-30,578
-68% -$1.51M 0.15% 97
2022
Q4 		$2.23M Sell
45,181
-14,194
-24% -$698K 0.46% 60
2022
Q3 		$2.92M Sell
59,375
-14,179
-19% -$699K 0.66% 54
2022
Q2 		$3.62M Buy
73,554
+6,746
+10% +$333K 0.76% 54
2022
Q1 		$3.31M Sell
66,808
-43,085
-39% -$2.14M 0.64% 58
2021
Q4 		$5.49M Buy
109,893
+6,308
+6% +$316K 1.03% 42
2021
Q3 		$5.19M Buy
103,585
+69,361
+203% +$3.48M 1.05% 44
2021
Q2 		$1.72M Buy
34,224
+12,032
+54% +$604K 0.38% 67
2021
Q1 		$1.11M Buy
+22,192
New +$1.11M 0.27% 74

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

Live Oak Private Wealth's NEAR Position: Q2 2026 in Review

Live Oak Private Wealth increased its iShares Short Maturity Bond ETF (NEAR) stake by 11% in Q2 2026, buying an estimated $110K and bringing the position to 21,431 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #106.

Live Oak Private Wealth first reported a position in NEAR in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.49M in Q4 2021. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Live Oak Private Wealth held 21,431 shares of iShares Short Maturity Bond ETF worth $1.09M as of Q2 2026.
  • Live Oak Private Wealth bought 2,177 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $110K.
  • iShares Short Maturity Bond ETF made up 0.14% of Live Oak Private Wealth's portfolio in Q2 2026, its #106 holding.
  • Live Oak Private Wealth first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Live Oak Private Wealth's iShares Short Maturity Bond ETF position peaked at $5.49M in Q4 2021.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.