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Osborne Partners Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Osborne Partners Capital 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 		$1.24M Hold
24,400
– – 0.07% 128
2026
Q1 		$1.24M Hold
24,400
– – 0.07% 134
2025
Q4 		$1.25M Buy
24,400
+1,000
+4% +$51.2K 0.06% 135
2025
Q3 		$1.2M Hold
23,400
– – 0.06% 142
2025
Q2 		$1.2M Hold
23,400
– – 0.06% 144
2025
Q1 		$1.19M Hold
23,400
– – 0.07% 140
2024
Q4 		$1.18M Hold
23,400
– – 0.07% 141
2024
Q3 		$1.2M Sell
23,400
-700
-3% -$35.6K 0.07% 139
2024
Q2 		$1.21M Sell
24,100
-400
-2% -$20.1K 0.07% 136
2024
Q1 		$1.24M Sell
24,500
-1,150
-4% -$58K 0.08% 130
2023
Q4 		$1.3M Buy
25,650
+165
+0.6% +$8.26K 0.08% 129
2023
Q3 		$1.27M Sell
25,485
-10,515
-29% -$523K 0.09% 122
2023
Q2 		$1.79M Sell
36,000
-1,940
-5% -$96.2K 0.13% 117
2023
Q1 		$1.88M Sell
37,940
-12,580
-25% -$623K 0.14% 120
2022
Q4 		$2.49M Sell
50,520
-8,550
-14% -$420K 0.2% 113
2022
Q3 		$2.91M Sell
59,070
-5,325
-8% -$262K 0.24% 104
2022
Q2 		$3.17M Sell
64,395
-48,780
-43% -$2.41M 0.24% 100
2022
Q1 		$5.61M Sell
113,175
-5,000
-4% -$249K 0.41% 78
2021
Q4 		$5.9M Buy
118,175
+8,150
+7% +$408K 0.43% 72
2021
Q3 		$5.52M Buy
110,025
+450
+0.4% +$22.6K 0.44% 72
2021
Q2 		$5.5M Sell
109,575
-14,445
-12% -$725K 0.45% 73
2021
Q1 		$6.22M Buy
+124,020
New +$6.23M 0.57% 63

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

Osborne Partners Capital Management's NEAR Position: Q2 2026 in Review

Osborne Partners Capital Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 24,400 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #128.

Osborne Partners Capital Management first reported a position in NEAR in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.22M in Q1 2021. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Osborne Partners Capital Management held 24,400 shares of iShares Short Maturity Bond ETF worth $1.24M as of Q2 2026.
  • Osborne Partners Capital Management left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.07% of Osborne Partners Capital Management's portfolio in Q2 2026, its #128 holding.
  • Osborne Partners Capital Management first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Osborne Partners Capital Management's iShares Short Maturity Bond ETF position peaked at $6.22M in Q1 2021.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.