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

Red Crane 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	$1.59M	Sell	31,378 -5,879	-16%	-$298K	1.17%	27
2026 Q1	$1.89M	Sell	37,257 -8,037	-18%	-$410K	1.56%	23
2025 Q4	$2.31M	Sell	45,294 -5,017	-10%	-$257K	1.89%	20
2025 Q3	$2.58M	Sell	50,311 -10,704	-18%	-$547K	2.18%	15
2025 Q2	$3.12M	Sell	61,015 -42,002	-41%	-$2.13M	2.84%	11
2025 Q1	$5.24M	Sell	103,017 -8,244	-7%	-$418K	5.02%	3
2024 Q4	$5.62M	Buy	+111,261	New	+$5.64M	5.32%	3

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

Red Crane Wealth Management's NEAR Position: Q2 2026 in Review

Red Crane Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 16% in Q2 2026, selling an estimated $298K and leaving 31,378 shares worth $1.59M. The position accounts for 1.17% of the portfolio, ranked #27.

Red Crane Wealth Management first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.62M in Q4 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Red Crane Wealth Management held 31,378 shares of iShares Short Maturity Bond ETF worth $1.59M as of Q2 2026.
Red Crane Wealth Management sold 5,879 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $298K.
iShares Short Maturity Bond ETF made up 1.17% of Red Crane Wealth Management's portfolio in Q2 2026, its #27 holding.
Red Crane Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Red Crane Wealth Management's iShares Short Maturity Bond ETF position peaked at $5.62M in Q4 2024.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Red Crane Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.