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

Shah 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 		$917K Buy
+18,091
New +$917K 0.21% 39

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Shah Wealth Advisors opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 18,091 shares worth $917K. The stake represents 0.21% of the portfolio and ranks #39 among its holdings.

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

  • Shah Wealth Advisors held 18,091 shares of iShares Short Maturity Bond ETF worth $917K as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Shah Wealth Advisors position in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.21% of Shah Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Shah Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.