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

Sax Wealth 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	$212K	Buy	+4,178	New	+$212K	0.01%	512

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

Sax Wealth Advisors's NEAR Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 4,178 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings.

406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Sax Wealth Advisors held 4,178 shares of iShares Short Maturity Bond ETF worth $212K as of Q2 2026.
iShares Short Maturity Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
iShares Short Maturity Bond ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #512 holding.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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