Secure Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Secure Asset 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	$3.55M	Buy	70,035 +6,181	+10%	+$313K	0.5%	55
2026 Q1	$3.25M	Buy	63,854 +9,410	+17%	+$481K	0.51%	54
2025 Q4	$2.78M	Buy	54,444 +22,134	+69%	+$1.13M	0.44%	60
2025 Q3	$1.65M	Buy	32,310 +13,488	+72%	+$689K	0.27%	99
2025 Q2	$962K	Buy	+18,822	New	+$956K	0.18%	135

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

Secure Asset Management's NEAR Position: Q2 2026 in Review

Secure Asset Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 9.7% in Q2 2026, buying an estimated $313K and bringing the position to 70,035 shares worth $3.55M. The position accounts for 0.5% of the portfolio, ranked #55.

Secure Asset Management first reported a position in NEAR in Q2 2025 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Secure Asset Management held 70,035 shares of iShares Short Maturity Bond ETF worth $3.55M as of Q2 2026.
Secure Asset Management bought 6,181 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $313K.
iShares Short Maturity Bond ETF made up 0.5% of Secure Asset Management's portfolio in Q2 2026, its #55 holding.
Secure Asset Management first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 5 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.