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Oxinas Partners Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Oxinas Partners Wealth 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 		$528K Buy
10,419
+2,028
+24% +$103K 0.21% 83
2026
Q1 		$427K Buy
8,391
+246
+3% +$12.6K 0.19% 89
2025
Q4 		$416K Buy
8,145
+89
+1% +$4.56K 0.2% 87
2025
Q3 		$413K Sell
8,056
-521
-6% -$26.6K 0.22% 80
2025
Q2 		$438K Sell
8,577
-2,938
-26% -$149K 0.23% 84
2025
Q1 		$586K Buy
11,515
+316
+3% +$16K 0.35% 67
2024
Q4 		$566K Sell
11,199
-266
-2% -$13.5K 0.33% 68
2024
Q3 		$587K Buy
11,465
+3,034
+36% +$154K 0.36% 65
2024
Q2 		$424K Sell
8,431
-6,659
-44% -$334K 0.28% 75
2024
Q1 		$761K Sell
15,090
-15,759
-51% -$795K 0.49% 51
2023
Q4 		$1.56M Sell
30,849
-4,944
-14% -$247K 1.11% 28
2023
Q3 		$1.79M Buy
35,793
+15,523
+77% +$772K 1.33% 26
2023
Q2 		$1.01M Sell
20,270
-362
-2% -$18K 0.66% 39
2023
Q1 		$1.02M Buy
20,632
+733
+4% +$36.3K 0.74% 37
2022
Q4 		$980K Buy
19,899
+1,162
+6% +$57.1K 0.83% 34
2022
Q3 		$923K Sell
18,737
-1,218
-6% -$60K 0.76% 34
2022
Q2 		$983K Sell
19,955
-148
-0.7% -$7.32K 0.75% 35
2022
Q1 		$997K Buy
20,103
+1,079
+6% +$53.7K 0.62% 41
2021
Q4 		$950K Sell
19,024
-5,771
-23% -$289K 0.54% 50
2021
Q3 		$1.24M Buy
24,795
+450
+2% +$22.6K 0.72% 44
2021
Q2 		$1.22M Buy
24,345
+1,869
+8% +$93.8K 0.7% 45
2021
Q1 		$1.13M Sell
22,476
-166
-0.7% -$8.33K 0.72% 45
2020
Q4 		$1.14M Buy
+22,642
New +$1.14M 0.84% 34

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

Oxinas Partners Wealth Management's NEAR Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 24% in Q2 2026, buying an estimated $103K and bringing the position to 10,419 shares worth $528K. The position accounts for 0.21% of the portfolio, ranked #83.

Oxinas Partners Wealth Management first reported a position in NEAR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q3 2023. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Oxinas Partners Wealth Management held 10,419 shares of iShares Short Maturity Bond ETF worth $528K as of Q2 2026.
  • Oxinas Partners Wealth Management bought 2,028 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $103K.
  • iShares Short Maturity Bond ETF made up 0.21% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Oxinas Partners Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Oxinas Partners Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.79M in Q3 2023.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.