Mount Yale Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Mount Yale Investment Advisors’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	$1.55M	Sell	30,663 -1,852	-6%	-$93.9K	0.03%	474
2026 Q1	$1.65M	Buy	+32,515	New	+$1.66M	0.04%	411
2020 Q4	–	Sell	-7,215	Closed	-$362K	–	416
2020 Q3	$362K	Buy	+7,215	New	+$361K	0.05%	265
2020 Q2	–	Sell	-5,771	Closed	-$280K	–	354
2020 Q1	$280K	Buy	+5,771	New	+$287K	0.06%	238

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

Mount Yale Investment Advisors's NEAR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 5.7% in Q2 2026, selling an estimated $93.9K and leaving 30,663 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #474.

Mount Yale Investment Advisors first reported a position in NEAR in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.65M in Q1 2026. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Mount Yale Investment Advisors held 30,663 shares of iShares Short Maturity Bond ETF worth $1.55M as of Q2 2026.
Mount Yale Investment Advisors sold 1,852 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $93.9K.
iShares Short Maturity Bond ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #474 holding.
Mount Yale Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and has held it in 4 quarters since.
Mount Yale Investment Advisors's iShares Short Maturity Bond ETF position peaked at $1.65M in Q1 2026.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.