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Sage Capital Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sage Capital 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 		$3.02M Sell
59,707
-6,519
-10% -$331K 0.63% 46
2026
Q1 		$3.37M Sell
66,226
-5,194
-7% -$265K 0.78% 42
2025
Q4 		$3.65M Sell
71,420
-206
-0.3% -$10.5K 0.87% 38
2025
Q3 		$3.67M Sell
71,626
-394
-0.5% -$20.1K 0.87% 40
2025
Q2 		$3.68M Sell
72,020
-509
-0.7% -$25.9K 0.91% 40
2025
Q1 		$3.69M Sell
72,529
-35
-0% -$1.77K 0.97% 35
2024
Q4 		$3.66M Sell
72,564
-326
-0.4% -$16.5K 0.95% 38
2024
Q3 		$3.73M Sell
72,890
-18
-0% -$915 0.97% 38
2024
Q2 		$3.67M Sell
72,908
-54
-0.1% -$2.71K 1.05% 34
2024
Q1 		$3.68M Sell
72,962
-76
-0.1% -$3.83K 1.07% 32
2023
Q4 		$3.69M Buy
73,038
+4
+0% +$200 1.19% 27
2023
Q3 		$3.64M Sell
73,034
-3
-0% -$149 1.34% 25
2023
Q2 		$3.63M Buy
73,037
+2
+0% +$99 1.27% 27
2023
Q1 		$3.62M Sell
73,035
-99
-0.1% -$4.9K 1.38% 28
2022
Q4 		$3.6M Sell
73,134
-527
-0.7% -$25.9K 1.59% 24
2022
Q3 		$3.63M Buy
73,661
+1
+0% +$49 1.85% 17
2022
Q2 		$3.63M Hold
73,660
– – 1.73% 22
2022
Q1 		$3.65M Sell
73,660
-29
-0% -$1.44K 1.48% 27
2021
Q4 		$3.68M Buy
73,689
+260
+0.4% +$13K 1.4% 29
2021
Q3 		$3.68M Hold
73,429
– – 1.57% 26
2021
Q2 		$3.68M Buy
73,429
+479
+0.7% +$24K 1.5% 27
2021
Q1 		$3.66M Sell
72,950
-216
-0.3% -$10.8K 1.64% 25
2020
Q4 		$3.67M Sell
73,166
-99
-0.1% -$4.96K 1.81% 17
2020
Q3 		$3.67M Sell
73,265
-660
-0.9% -$33K 2.24% 8
2020
Q2 		$3.7M Sell
73,925
-306
-0.4% -$15.1K 2.37% 10
2020
Q1 		$3.6M Sell
74,231
-173
-0.2% -$8.62K 2.94% 6
2019
Q4 		$3.74M Buy
+74,404
New +$3.74M 2.37% 8

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

Sage Capital Advisors's NEAR Position: Q2 2026 in Review

Sage Capital Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 9.8% in Q2 2026, selling an estimated $331K and leaving 59,707 shares worth $3.02M. The position accounts for 0.63% of the portfolio, ranked #46.

Sage Capital Advisors first reported a position in NEAR in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.74M in Q4 2019. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Sage Capital Advisors held 59,707 shares of iShares Short Maturity Bond ETF worth $3.02M as of Q2 2026.
  • Sage Capital Advisors sold 6,519 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $331K.
  • iShares Short Maturity Bond ETF made up 0.63% of Sage Capital Advisors's portfolio in Q2 2026, its #46 holding.
  • Sage Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Sage Capital Advisors's iShares Short Maturity Bond ETF position peaked at $3.74M in Q4 2019.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.