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

&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	$8.04M	Buy	158,938 +9,288	+6%	+$471K	0.03%	445
2026 Q1	$7.61M	Sell	149,650 -37,751	-20%	-$1.93M	0.04%	409
2025 Q4	$9.58M	Sell	187,401 -653	-0.3%	-$33.4K	0.05%	322
2025 Q3	$9.64M	Buy	188,054 +41,357	+28%	+$2.11M	0.06%	269
2025 Q2	$7.5M	Buy	146,697 +80,755	+122%	+$4.1M	0.06%	283
2025 Q1	$3.37M	Buy	65,942 +52,626	+395%	+$2.67M	0.04%	393
2024 Q4	$672K	Buy	+13,316	New	+$675K	0.01%	936

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners's NEAR Position: Q2 2026 in Review

&Partners increased its iShares Short Maturity Bond ETF (NEAR) stake by 6.2% in Q2 2026, buying an estimated $471K and bringing the position to 158,938 shares worth $8.04M. The position accounts for 0.03% of the portfolio, ranked #445.

&Partners first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.64M in Q3 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

&Partners held 158,938 shares of iShares Short Maturity Bond ETF worth $8.04M as of Q2 2026.
&Partners bought 9,288 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $471K.
iShares Short Maturity Bond ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #445 holding.
&Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
&Partners's iShares Short Maturity Bond ETF position peaked at $9.64M in Q3 2025.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.