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

TCI 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 		$970K Buy
19,150
+7,064
+58% +$358K 0.04% 116
2026
Q1 		$614K Buy
12,086
+82
+0.7% +$4.19K 0.03% 132
2025
Q4 		$613K Buy
12,004
+187
+2% +$9.57K 0.03% 132
2025
Q3 		$606K Buy
11,817
+91
+0.8% +$4.65K 0.04% 136
2025
Q2 		$599K Sell
11,726
-95
-0.8% -$4.83K 0.04% 132
2025
Q1 		$601K Buy
11,821
+87
+0.7% +$4.41K 0.05% 112
2024
Q4 		$593K Hold
11,734
– – 0.05% 112
2024
Q3 		$601K Hold
11,734
– – 0.05% 114
2024
Q2 		$591K Sell
11,734
-9,164
-44% -$460K 0.06% 111
2024
Q1 		$1.05M Buy
20,898
+271
+1% +$13.7K 0.1% 75
2023
Q4 		$1.04M Hold
20,627
– – 0.11% 75
2023
Q3 		$1.03M Buy
20,627
+175
+0.9% +$8.71K 0.13% 69
2023
Q2 		$1.02M Buy
+20,452
New +$1.01M 0.13% 71
2019
Q2 		– Sell
-2,387
Closed -$120K – 1507
2019
Q1 		$120K Buy
+2,387
New +$120K 0.05% 211

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

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

TCI Wealth Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 58% in Q2 2026, buying an estimated $358K and bringing the position to 19,150 shares worth $970K. The position accounts for 0.04% of the portfolio, ranked #116.

TCI Wealth Advisors first reported a position in NEAR in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.05M in Q1 2024. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • TCI Wealth Advisors held 19,150 shares of iShares Short Maturity Bond ETF worth $970K as of Q2 2026.
  • TCI Wealth Advisors bought 7,064 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $358K.
  • iShares Short Maturity Bond ETF made up 0.04% of TCI Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • TCI Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 14 quarters since.
  • TCI Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $1.05M in Q1 2024.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.