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Realta Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Realta Investment Advisors’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 		$3.6M Buy
71,087
+6,331
+10% +$321K 1.12% 19
2026
Q1 		$3.29M Buy
64,756
+1,970
+3% +$101K 1.14% 17
2025
Q4 		$3.21M Buy
62,786
+1,878
+3% +$96.1K 1.05% 21
2025
Q3 		$3.12M Buy
60,908
+11,417
+23% +$583K 1.04% 24
2025
Q2 		$2.53M Buy
49,491
+7,171
+17% +$364K 1% 22
2025
Q1 		$2.15M Sell
42,320
-8,059
-16% -$408K 0.98% 22
2024
Q4 		$2.54M Buy
50,379
+871
+2% +$44.2K 1.04% 20
2024
Q3 		$2.52M Buy
49,508
+2,366
+5% +$120K 1.16% 17
2024
Q2 		$2.37M Buy
47,142
+1,491
+3% +$74.8K 0.46% 43
2024
Q1 		$2.3M Buy
45,651
+15,267
+50% +$770K 0.47% 43
2023
Q4 		$1.53M Buy
+30,384
New +$1.52M 0.35% 61
2020
Q1 		– Sell
-1,349
Closed -$68K – 994
2019
Q4 		$68K Hold
1,349
– – 0.02% 596
2019
Q3 		$68K Buy
1,349
+958
+245% +$48.2K 0.02% 592
2019
Q2 		$20K Sell
391
-85
-18% -$4.27K 0.01% 936
2019
Q1 		$24K Buy
+476
New +$23.8K 0.01% 710

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Realta Investment Advisors's NEAR Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 9.8% in Q2 2026, buying an estimated $321K and bringing the position to 71,087 shares worth $3.6M. The position accounts for 1.12% of the portfolio, ranked #19.

Realta Investment Advisors first reported a position in NEAR in Q1 2019 and has held it in 15 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Realta Investment Advisors held 71,087 shares of iShares Short Maturity Bond ETF worth $3.6M as of Q2 2026.
  • Realta Investment Advisors bought 6,331 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $321K.
  • iShares Short Maturity Bond ETF made up 1.12% of Realta Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Realta Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 15 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.