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

Savant Capital’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 		$7.17M Buy
+142,216
New +$7.21M 0.02% 343
2024
Q4 		– Sell
-4,211
Closed -$216K – 1482
2024
Q3 		$216K Buy
+4,211
New +$214K ﹤0.01% 1250

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

Savant Capital's NEAR Position: Q2 2026 in Review

Savant Capital opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 142,216 shares worth $7.17M. The stake represents 0.02% of the portfolio and ranks #343 among its holdings. This is a return to the name: Savant Capital previously reported a position in NEAR as recently as Q3 2024.

Savant Capital first reported a position in NEAR in Q3 2024 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Savant Capital held 142,216 shares of iShares Short Maturity Bond ETF worth $7.17M as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Savant Capital position in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.02% of Savant Capital's portfolio in Q2 2026, its #343 holding.
  • Savant Capital first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.