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Novem Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Novem Group’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 		$912K Buy
17,995
+1,187
+7% +$60.2K 0.09% 205
2026
Q1 		$854K Buy
16,808
+885
+6% +$45.2K 0.1% 205
2025
Q4 		$814K Buy
15,923
+1,533
+11% +$78.5K 0.09% 208
2025
Q3 		$738K Buy
14,390
+151
+1% +$7.71K 0.09% 216
2025
Q2 		$728K Buy
14,239
+1,232
+9% +$62.6K 0.09% 213
2025
Q1 		$662K Sell
13,007
-437
-3% -$22.1K 0.09% 193
2024
Q4 		$679K Buy
+13,444
New +$682K 0.1% 192

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

Novem Group's NEAR Position: Q2 2026 in Review

Novem Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 7.1% in Q2 2026, buying an estimated $60.2K and bringing the position to 17,995 shares worth $912K. The position accounts for 0.09% of the portfolio, ranked #205.

Novem Group first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Novem Group held 17,995 shares of iShares Short Maturity Bond ETF worth $912K as of Q2 2026.
  • Novem Group bought 1,187 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $60.2K.
  • iShares Short Maturity Bond ETF made up 0.09% of Novem Group's portfolio in Q2 2026, its #205 holding.
  • Novem Group first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.