Private Client Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Private Client Services’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	$477K	Sell	9,406 -37	-0.4%	-$1.88K	0.12%	134
2026 Q1	$480K	Sell	9,443 -82	-0.9%	-$4.19K	0.14%	121
2025 Q4	$487K	Buy	9,525 +54	+0.6%	+$2.76K	0.15%	104
2025 Q3	$486K	Buy	9,471 +351	+4%	+$17.9K	0.16%	108
2025 Q2	$466K	Buy	9,120 +2,252	+33%	+$114K	0.18%	115
2025 Q1	$349K	Buy	6,868 +511	+8%	+$25.9K	0.17%	118
2024 Q4	$321K	Buy	6,357 +1,220	+24%	+$61.9K	0.17%	117
2024 Q3	$263K	Buy	+5,137	New	+$261K	0.14%	136

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

Private Client Services's NEAR Position: Q2 2026 in Review

Private Client Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.39% in Q2 2026, selling an estimated $1.88K and leaving 9,406 shares worth $477K. The position accounts for 0.12% of the portfolio, ranked #134.

Private Client Services first reported a position in NEAR in Q3 2024 and has held it in 8 quarters since. The position peaked at $487K in Q4 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Private Client Services held 9,406 shares of iShares Short Maturity Bond ETF worth $477K as of Q2 2026.
Private Client Services sold 37 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.88K.
iShares Short Maturity Bond ETF made up 0.12% of Private Client Services's portfolio in Q2 2026, its #134 holding.
Private Client Services first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and has held it in 8 quarters since.
Private Client Services's iShares Short Maturity Bond ETF position peaked at $487K in Q4 2025.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.