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One Advisory Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

One Advisory Partners’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 		– Sell
-5,266
Closed -$268K – 73
2026
Q1 		$268K Buy
+5,266
New +$269K 0.08% 60
2025
Q3 		– Sell
-6,068
Closed -$309K – 69
2025
Q2 		$309K Hold
6,068
– – 0.1% 49
2025
Q1 		$309K Hold
6,068
– – 0.13% 41
2024
Q4 		$306K Sell
6,068
-7,896
-57% -$400K 0.14% 40
2024
Q3 		$716K Buy
13,964
+2,759
+25% +$140K 0.31% 27
2024
Q2 		$564K Hold
11,205
– – 0.26% 29
2024
Q1 		$565K Sell
11,205
-228
-2% -$11.5K 0.28% 30
2023
Q4 		$578K Buy
11,433
+3,223
+39% +$161K 0.3% 29
2023
Q3 		$410K Buy
+8,210
New +$408K 0.24% 34
2020
Q4 		– Sell
-40,559
Closed -$2.03M – 30
2020
Q3 		$2.03M Buy
40,559
+1,508
+4% +$75.5K 1.54% 17
2020
Q2 		$1.95M Buy
+39,051
New +$1.93M 1.58% 18

Other funds holding NEAR

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
MWM
Maimon Wealth Management Ra'anana, Israel $130M AUM
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

One Advisory Partners's NEAR Position: Q2 2026 in Review

One Advisory Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 5,266 shares — an estimated $268K sold.

One Advisory Partners first reported a position in NEAR in Q2 2020 and held it in 11 quarters. The position peaked at $2.03M in Q3 2020. 138 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • One Advisory Partners reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • One Advisory Partners sold 5,266 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $268K.
  • One Advisory Partners first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and held it in 11 quarters.
  • One Advisory Partners's iShares Short Maturity Bond ETF position peaked at $2.03M in Q3 2020.
  • 138 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.