New England Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

New England Asset 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	$5.07K	Buy	+100	New	+$5.07K	﹤0.01%	121
2026 Q1	–	Sell	-100	Closed	-$5.11K	–	114
2025 Q4	$5.11K	Hold	100	–	–	﹤0.01%	112
2025 Q3	$5.13K	Hold	100	–	–	﹤0.01%	116
2025 Q2	$5.11K	Hold	100	–	–	﹤0.01%	111
2025 Q1	$5.09K	Hold	100	–	–	﹤0.01%	112
2024 Q4	$5.05K	Hold	100	–	–	﹤0.01%	112
2024 Q3	$5.12K	Hold	100	–	–	﹤0.01%	110
2024 Q2	$5.03K	Buy	+100	New	+$5.02K	﹤0.01%	109
2024 Q1	–	Sell	-100	Closed	-$5.05K	–	107
2023 Q4	$5.05K	Hold	100	–	–	﹤0.01%	105
2023 Q3	$4.99K	Buy	+100	New	+$4.97K	﹤0.01%	101

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

New England Asset Management's NEAR Position: Q2 2026 in Review

New England Asset Management opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 100 shares worth $5.07K. The stake represents ﹤0.01% of the portfolio and ranks #121 among its holdings. This is a return to the name: New England Asset Management previously reported a position in NEAR as recently as Q4 2025.

New England Asset Management first reported a position in NEAR in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.13K in Q3 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

New England Asset Management held 100 shares of iShares Short Maturity Bond ETF worth $5.07K as of Q2 2026.
iShares Short Maturity Bond ETF was a new New England Asset Management position in Q2 2026.
iShares Short Maturity Bond ETF made up ﹤0.01% of New England Asset Management's portfolio in Q2 2026, its #121 holding.
New England Asset Management first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and has held it in 10 quarters since.
New England Asset Management's iShares Short Maturity Bond ETF position peaked at $5.13K in Q3 2025.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on New England Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.