Stratos Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Stratos Investment 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	$1.52M	Buy	29,960 +3,367	+13%	+$171K	0.05%	156
2026 Q1	$1.35M	Buy	26,593 +2,203	+9%	+$112K	0.05%	153
2025 Q4	$1.25M	Sell	24,390 -71	-0.3%	-$3.63K	0.05%	153
2025 Q3	$1.25M	Buy	+24,461	New	+$1.25M	0.05%	154
2020 Q1	–	Sell	-17,948	Closed	-$902K	–	110
2019 Q4	$902K	Sell	17,948 -711	-4%	-$35.8K	0.42%	50
2019 Q3	$939K	Buy	18,659 +646	+4%	+$32.5K	0.53%	46
2019 Q2	$907K	Buy	18,013 +902	+5%	+$45.3K	0.57%	44
2019 Q1	$860K	Buy	+17,111	New	+$857K	0.68%	41

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

Stratos Investment Management's NEAR Position: Q2 2026 in Review

Stratos Investment Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 13% in Q2 2026, buying an estimated $171K and bringing the position to 29,960 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #156.

Stratos Investment Management first reported a position in NEAR in Q1 2019 and has held it in 8 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Stratos Investment Management held 29,960 shares of iShares Short Maturity Bond ETF worth $1.52M as of Q2 2026.
Stratos Investment Management bought 3,367 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $171K.
iShares Short Maturity Bond ETF made up 0.05% of Stratos Investment Management's portfolio in Q2 2026, its #156 holding.
Stratos Investment Management first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 8 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.