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OakTrust Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

OakTrust Wealth 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 		$7.94M Buy
156,826
+9,495
+6% +$481K 6.85% 3
2026
Q1 		$7.49M Buy
147,331
+6,688
+5% +$342K 6.82% 3
2025
Q4 		$7.19M Buy
+140,643
New +$7.2M 6.63% 2

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

OakTrust Wealth Advisors's NEAR Position: Q2 2026 in Review

OakTrust Wealth Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 6.4% in Q2 2026, buying an estimated $481K and bringing the position to 156,826 shares worth $7.94M. The position accounts for 6.85% of the portfolio, ranked #3.

OakTrust Wealth Advisors first reported a position in NEAR in Q4 2025 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • OakTrust Wealth Advisors held 156,826 shares of iShares Short Maturity Bond ETF worth $7.94M as of Q2 2026.
  • OakTrust Wealth Advisors bought 9,495 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $481K.
  • iShares Short Maturity Bond ETF made up 6.85% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • OakTrust Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.