Pinnacle Wealth Management Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$215K	Sell	4,252 -165	-4%	-$8.37K	0.01%	520
2026 Q1	$225K	Buy	4,417 +145	+3%	+$7.41K	0.02%	485
2025 Q4	$218K	Sell	4,272 -1,285	-23%	-$65.8K	0.02%	485
2025 Q3	$285K	Buy	+5,557	New	+$284K	0.02%	326
2025 Q2	–	Sell	-9,389	Closed	-$478K	–	380
2025 Q1	$478K	Buy	9,389 +3,385	+56%	+$171K	0.04%	215
2024 Q4	$303K	Buy	6,004 +475	+9%	+$24.1K	0.03%	281
2024 Q3	$283K	Sell	5,529 -65,491	-92%	-$3.33M	0.03%	293
2024 Q2	$3.57M	Buy	71,020 +6,418	+10%	+$322K	0.37%	62
2024 Q1	$3.26M	Buy	64,602 +4,714	+8%	+$238K	0.35%	67
2023 Q4	$3.03M	Buy	59,888 +9,455	+19%	+$473K	0.35%	68
2023 Q3	$2.52M	Buy	50,433 +3,111	+7%	+$155K	0.33%	74
2023 Q2	$2.35M	Buy	47,322 +3,487	+8%	+$173K	0.29%	77
2023 Q1	$2.17M	Buy	43,835 +6,680	+18%	+$331K	0.29%	76
2022 Q4	$1.83M	Sell	37,155 -3,995	-10%	-$196K	0.28%	75
2022 Q3	$2.03M	Sell	41,150 -58,359	-59%	-$2.88M	0.34%	68
2022 Q2	$4.9M	Sell	99,509 -8,135	-8%	-$402K	0.79%	28
2022 Q1	$5.34M	Buy	107,644 +9,481	+10%	+$472K	0.77%	28
2021 Q4	$4.9M	Buy	98,163 +3,810	+4%	+$191K	0.8%	31
2021 Q3	$4.73M	Buy	94,353 +4,480	+5%	+$225K	1.11%	23
2021 Q2	$4.51M	Buy	89,873 +4,675	+5%	+$235K	1.06%	23
2021 Q1	$4.28M	Buy	85,198 +15,050	+21%	+$756K	1.2%	22
2020 Q4	$3.52M	Buy	70,148 +15,335	+28%	+$769K	1.07%	24
2020 Q3	$2.75M	Buy	54,813 +8,194	+18%	+$410K	0.96%	25
2020 Q2	$2.33M	Buy	46,619 +1,925	+4%	+$95.2K	0.87%	26
2020 Q1	$2.17M	Buy	44,694 +5,390	+14%	+$269K	1.05%	25
2019 Q4	$1.98M	Buy	39,304 +3,545	+10%	+$178K	0.74%	36
2019 Q3	$1.8M	Buy	35,759 +21,935	+159%	+$1.1M	0.75%	37
2019 Q2	$696K	Buy	13,824 +5,190	+60%	+$261K	0.3%	88
2019 Q1	$434K	Buy	+8,634	New	+$432K	0.2%	112

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

Pinnacle Wealth Management Advisory Group's NEAR Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 3.7% in Q2 2026, selling an estimated $8.37K and leaving 4,252 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #520.

Pinnacle Wealth Management Advisory Group first reported a position in NEAR in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.34M in Q1 2022. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 4,252 shares of iShares Short Maturity Bond ETF worth $215K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 165 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $8.37K.
iShares Short Maturity Bond ETF made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #520 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 29 quarters since.
Pinnacle Wealth Management Advisory Group's iShares Short Maturity Bond ETF position peaked at $5.34M in Q1 2022.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.