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

Modern 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	$244K	Buy	+4,810	New	+$244K	﹤0.01%	957

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

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

Modern Wealth Management opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 4,810 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings.

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

Modern Wealth Management held 4,810 shares of iShares Short Maturity Bond ETF worth $244K as of Q2 2026.
iShares Short Maturity Bond ETF was a new Modern Wealth Management position in Q2 2026.
iShares Short Maturity Bond ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #957 holding.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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