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

OneDigital 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 		$9.79M Buy
193,239
+35,934
+23% +$1.82M 0.08% 205
2026
Q1 		$8M Buy
157,305
+19,060
+14% +$973K 0.08% 200
2025
Q4 		$7.06M Sell
138,245
-4,774
-3% -$244K 0.07% 216
2025
Q3 		$7.33M Buy
143,019
+9,267
+7% +$473K 0.08% 202
2025
Q2 		$6.83M Sell
133,752
-23,474
-15% -$1.19M 0.08% 202
2025
Q1 		$8M Buy
157,226
+6,928
+5% +$351K 0.09% 178
2024
Q4 		$7.59M Buy
150,298
+3,980
+3% +$202K 0.09% 179
2024
Q3 		$7.5M Sell
146,318
-63,243
-30% -$3.21M 0.09% 184
2024
Q2 		$10.5M Buy
209,561
+201,436
+2,479% +$10.1M 0.13% 131
2024
Q1 		$410K Sell
8,125
-12,685
-61% -$640K 0.01% 808
2023
Q4 		$1.05M Buy
20,810
+3,455
+20% +$173K 0.02% 460
2023
Q3 		$866K Sell
17,355
-850
-5% -$42.3K 0.02% 463
2023
Q2 		$905K Buy
18,205
+24
+0.1% +$1.19K 0.02% 433
2023
Q1 		$902K Buy
18,181
+12
+0.1% +$594 0.02% 416
2022
Q4 		$895K Sell
18,169
-2,251
-11% -$111K 0.03% 376
2022
Q3 		$1.01M Buy
20,420
+29
+0.1% +$1.43K 0.04% 289
2022
Q2 		$1M Buy
20,391
+15
+0.1% +$741 0.04% 256
2022
Q1 		$1.01M Sell
20,376
-1,749
-8% -$87K 0.04% 271
2021
Q4 		$1.11M Sell
22,125
-1,689
-7% -$84.5K 0.04% 266
2021
Q3 		$1.19M Sell
23,814
-588
-2% -$29.5K 0.05% 233
2021
Q2 		$1.23M Sell
24,402
-897
-4% -$45K 0.05% 221
2021
Q1 		$1.27M Sell
25,299
-988
-4% -$49.6K 0.06% 211
2020
Q4 		$1.32M Buy
26,287
+1,523
+6% +$76.4K 0.07% 197
2020
Q3 		$1.24M Buy
24,764
+226
+0.9% +$11.3K 0.09% 175
2020
Q2 		$1.23M Buy
24,538
+1,142
+5% +$56.5K 0.09% 185
2020
Q1 		$1.15M Sell
23,396
-21,313
-48% -$1.06M 0.1% 179
2019
Q4 		$2.25M Sell
44,709
-534
-1% -$26.9K 0.18% 119
2019
Q3 		$2.28M Buy
+45,243
New +$2.28M 0.2% 104
2019
Q2 		– Sell
-38,305
Closed -$1.92M – 1244
2019
Q1 		$1.92M Sell
38,305
-7,041
-16% -$353K 0.28% 76
2018
Q4 		$2.26M Buy
45,346
+9,003
+25% +$450K 0.38% 61
2018
Q3 		$1.82M Buy
36,343
+15,918
+78% +$798K 0.43% 42
2018
Q2 		$1.02M Buy
20,425
+13,538
+197% +$679K 0.22% 66
2018
Q1 		$345K Buy
6,887
+4,892
+245% +$245K 0.08% 167
2017
Q4 		$100K Buy
+1,995
New +$100K 0.01% 336

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

OneDigital Investment Advisors's NEAR Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 23% in Q2 2026, buying an estimated $1.82M and bringing the position to 193,239 shares worth $9.79M. The position accounts for 0.08% of the portfolio, ranked #205.

OneDigital Investment Advisors first reported a position in NEAR in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.5M in Q2 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • OneDigital Investment Advisors held 193,239 shares of iShares Short Maturity Bond ETF worth $9.79M as of Q2 2026.
  • OneDigital Investment Advisors bought 35,934 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.82M.
  • iShares Short Maturity Bond ETF made up 0.08% of OneDigital Investment Advisors's portfolio in Q2 2026, its #205 holding.
  • OneDigital Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • OneDigital Investment Advisors's iShares Short Maturity Bond ETF position peaked at $10.5M in Q2 2024.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.