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McAdam LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

McAdam LLC’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 		$9.56M Buy
+188,682
New +$9.57M 0.37% 32

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

McAdam LLC's NEAR Position: Q2 2026 in Review

McAdam LLC opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 188,682 shares worth $9.56M. The stake represents 0.37% of the portfolio and ranks #32 among its holdings.

404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • McAdam LLC held 188,682 shares of iShares Short Maturity Bond ETF worth $9.56M as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new McAdam LLC position in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.37% of McAdam LLC's portfolio in Q2 2026, its #32 holding.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.