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

Proathlete 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	$7.7M	Sell	154,765 -4,567	-3%	-$232K	1.91%	11
2026 Q1	$8.12M	Buy	159,332 +3,497	+2%	+$179K	2.25%	10
2025 Q4	$7.99M	Buy	155,835 +4,033	+3%	+$206K	2.18%	10
2025 Q3	$7.78M	Buy	151,802 +8,320	+6%	+$425K	2.24%	10
2025 Q2	$7.33M	Sell	143,482 -6,296	-4%	-$320K	2.33%	9
2025 Q1	$7.62M	Buy	149,778 +2,962	+2%	+$150K	2.78%	10
2024 Q4	$7.41M	Buy	146,816 +22,561	+18%	+$1.14M	2.79%	10
2024 Q3	$6.37M	Buy	124,255 +12,804	+11%	+$651K	2.62%	10
2024 Q2	$5.61M	Buy	111,451 +9,500	+9%	+$477K	2.66%	9
2024 Q1	$5.14M	Buy	101,951 +8,090	+9%	+$408K	2.74%	8
2023 Q4	$4.74M	Buy	+93,861	New	+$4.7M	2.81%	8

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

Proathlete Wealth Management's NEAR Position: Q2 2026 in Review

Proathlete Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2.9% in Q2 2026, selling an estimated $232K and leaving 154,765 shares worth $7.7M. The position accounts for 1.91% of the portfolio, ranked #11.

Proathlete Wealth Management first reported a position in NEAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.12M in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Proathlete Wealth Management held 154,765 shares of iShares Short Maturity Bond ETF worth $7.7M as of Q2 2026.
Proathlete Wealth Management sold 4,567 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $232K.
iShares Short Maturity Bond ETF made up 1.91% of Proathlete Wealth Management's portfolio in Q2 2026, its #11 holding.
Proathlete Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 11 quarters since.
Proathlete Wealth Management's iShares Short Maturity Bond ETF position peaked at $8.12M in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.