MAI Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

MAI Capital 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	$1.29M	Sell	25,455 -4,000	-14%	-$203K	﹤0.01%	864
2026 Q1	$1.5M	Sell	29,455 -2,583	-8%	-$132K	0.01%	660
2025 Q4	$1.64M	Sell	32,038 -8,603	-21%	-$440K	0.01%	618
2025 Q3	$2.08M	Sell	40,641 -270	-0.7%	-$13.8K	0.01%	528
2025 Q2	$2.09M	Sell	40,911 -1,271	-3%	-$64.5K	0.01%	481
2025 Q1	$2.15M	Sell	42,182 -5,719	-12%	-$290K	0.02%	465
2024 Q4	$2.42M	Buy	+47,901	New	+$2.43M	0.02%	445

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MAI Capital Management's NEAR Position: Q2 2026 in Review

MAI Capital Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 14% in Q2 2026, selling an estimated $203K and leaving 25,455 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #864.

MAI Capital Management first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q4 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

MAI Capital Management held 25,455 shares of iShares Short Maturity Bond ETF worth $1.29M as of Q2 2026.
MAI Capital Management sold 4,000 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $203K.
iShares Short Maturity Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #864 holding.
MAI Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's iShares Short Maturity Bond ETF position peaked at $2.42M in Q4 2024.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.