Quest 10 Wealth Builders’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Quest 10 Wealth Builders’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	$231K	Buy	4,569 +472	+12%	+$23.9K	0.18%	92
2026 Q1	$208K	Hold	4,097	–	–	0.18%	94
2025 Q4	$209K	Sell	4,097 -346	-8%	-$17.7K	0.19%	96
2025 Q3	$228K	Sell	4,443 -46	-1%	-$2.35K	0.21%	89
2025 Q2	$229K	Sell	4,489 -749	-14%	-$38K	0.22%	85
2025 Q1	$266K	Sell	5,238 -549	-9%	-$27.8K	0.29%	73
2024 Q4	$292K	Buy	+5,787	New	+$293K	0.29%	71

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

Quest 10 Wealth Builders's NEAR Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares Short Maturity Bond ETF (NEAR) stake by 12% in Q2 2026, buying an estimated $23.9K and bringing the position to 4,569 shares worth $231K. The position accounts for 0.18% of the portfolio, ranked #92.

Quest 10 Wealth Builders first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q4 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Quest 10 Wealth Builders held 4,569 shares of iShares Short Maturity Bond ETF worth $231K as of Q2 2026.
Quest 10 Wealth Builders bought 472 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $23.9K.
iShares Short Maturity Bond ETF made up 0.18% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #92 holding.
Quest 10 Wealth Builders first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares Short Maturity Bond ETF position peaked at $292K in Q4 2024.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.