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Sovereign Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sovereign Financial Group’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 		$3.49M Buy
68,830
+6,155
+10% +$312K 0.53% 29
2026
Q1 		$3.19M Buy
62,675
+3,411
+6% +$174K 0.55% 28
2025
Q4 		$3.03M Sell
59,264
-969
-2% -$49.6K 0.52% 30
2025
Q3 		$3.09M Sell
60,233
-728
-1% -$37.2K 0.58% 28
2025
Q2 		$3.12M Sell
60,961
-3,975
-6% -$202K 0.64% 28
2025
Q1 		$3.3M Buy
64,936
+4,697
+8% +$238K 0.76% 27
2024
Q4 		$3.04M Buy
60,239
+58
+0.1% +$2.94K 0.7% 28
2024
Q3 		$3.08M Buy
60,181
+1,565
+3% +$79.5K 0.72% 27
2024
Q2 		$2.95M Sell
58,616
-1,263
-2% -$63.3K 0.74% 28
2024
Q1 		$3.02M Buy
59,879
+4,239
+8% +$214K 0.8% 25
2023
Q4 		$2.81M Buy
55,640
+8,714
+19% +$436K 0.86% 23
2023
Q3 		$2.34M Buy
46,926
+753
+2% +$37.5K 0.83% 24
2023
Q2 		$2.3M Sell
46,173
-1,396
-3% -$69.3K 0.75% 26
2023
Q1 		$2.36M Buy
47,569
+1,290
+3% +$63.9K 0.88% 25
2022
Q4 		$2.28M Buy
46,279
+25,974
+128% +$1.28M 0.9% 25
2022
Q3 		$1M Sell
20,305
-2,833
-12% -$140K 0.41% 58
2022
Q2 		$1.14M Sell
23,138
-1,841
-7% -$91K 0.45% 56
2022
Q1 		$1.24M Buy
24,979
+1,124
+5% +$55.9K 0.46% 58
2021
Q4 		$1.19M Buy
23,855
+11,421
+92% +$571K 0.48% 55
2021
Q3 		$623K Buy
+12,434
New +$623K 0.36% 69

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

Sovereign Financial Group's NEAR Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 9.8% in Q2 2026, buying an estimated $312K and bringing the position to 68,830 shares worth $3.49M. The position accounts for 0.53% of the portfolio, ranked #29.

Sovereign Financial Group first reported a position in NEAR in Q3 2021 and has held it in 20 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Sovereign Financial Group held 68,830 shares of iShares Short Maturity Bond ETF worth $3.49M as of Q2 2026.
  • Sovereign Financial Group bought 6,155 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $312K.
  • iShares Short Maturity Bond ETF made up 0.53% of Sovereign Financial Group's portfolio in Q2 2026, its #29 holding.
  • Sovereign Financial Group first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.