LWM
NEAR icon

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

LongView Wealth 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 		– Sell
-4,786
Closed -$244K – 246
2026
Q1 		$244K Hold
4,786
– – 0.06% 221
2025
Q4 		$245K Buy
+4,786
New +$245K 0.06% 229

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

LongView Wealth Management's NEAR Position: Q2 2026 in Review

LongView Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 4,786 shares — an estimated $244K sold.

LongView Wealth Management first reported a position in NEAR in Q4 2025 and held it in 2 quarters. The position peaked at $245K in Q4 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • LongView Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 4,786 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $244K.
  • LongView Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and held it in 2 quarters.
  • LongView Wealth Management's iShares Short Maturity Bond ETF position peaked at $245K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.