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

Sanctuary 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 		$6.57M Buy
129,740
+15,124
+13% +$767K 0.03% 524
2026
Q1 		$5.83M Buy
114,616
+1,879
+2% +$96K 0.03% 515
2025
Q4 		$5.76M Buy
112,737
+8,229
+8% +$421K 0.03% 504
2025
Q3 		$5.36M Buy
104,508
+782
+0.8% +$39.9K 0.03% 510
2025
Q2 		$5.3M Sell
103,726
-718
-0.7% -$36.5K 0.03% 492
2025
Q1 		$5.31M Buy
104,444
+4,255
+4% +$216K 0.04% 449
2024
Q4 		$5.08M Buy
100,189
+5,825
+6% +$295K 0.03% 497
2024
Q3 		$4.78M Buy
94,364
+13,229
+16% +$672K 0.03% 519
2024
Q2 		$4.06M Buy
+81,135
New +$4.07M 0.03% 535

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

Sanctuary Advisors's NEAR Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 13% in Q2 2026, buying an estimated $767K and bringing the position to 129,740 shares worth $6.57M. The position accounts for 0.03% of the portfolio, ranked #524.

Sanctuary Advisors first reported a position in NEAR in Q2 2024 and has held it in 9 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Sanctuary Advisors held 129,740 shares of iShares Short Maturity Bond ETF worth $6.57M as of Q2 2026.
  • Sanctuary Advisors bought 15,124 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $767K.
  • iShares Short Maturity Bond ETF made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #524 holding.
  • Sanctuary Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.