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

TrueWealth 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	$276K	Hold	5,453	–	–	0.06%	205
2026 Q1	$277K	Hold	5,453	–	–	0.07%	202
2025 Q4	$279K	Hold	5,453	–	–	0.07%	201
2025 Q3	$280K	Hold	5,453	–	–	0.08%	189
2025 Q2	$279K	Buy	5,453 +1,453	+36%	+$73.8K	0.08%	183
2025 Q1	$203K	Hold	4,000	–	–	0.07%	204
2024 Q4	$202K	Hold	4,000	–	–	0.07%	220
2024 Q3	$205K	Hold	4,000	–	–	0.07%	223
2024 Q2	$201K	Hold	4,000	–	–	0.07%	216
2024 Q1	$202K	Hold	4,000	–	–	0.08%	205
2023 Q4	$202K	Buy	+4,000	New	+$200K	0.08%	192
2022 Q2	–	Sell	-4,090	Closed	-$204K	–	188
2022 Q1	$204K	Hold	4,090	–	–	0.09%	173
2021 Q4	$204K	Hold	4,090	–	–	0.09%	173
2021 Q3	$205K	Hold	4,090	–	–	0.12%	135
2021 Q2	$205K	Hold	4,090	–	–	0.12%	125
2021 Q1	$205K	Hold	4,090	–	–	0.13%	120
2020 Q4	$205K	Buy	+4,090	New	+$205K	0.18%	81

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

TrueWealth Advisors's NEAR Position: Q2 2026 in Review

TrueWealth Advisors held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 5,453 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #205.

TrueWealth Advisors first reported a position in NEAR in Q4 2020 and has held it in 17 quarters since. The position peaked at $280K in Q3 2025. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

TrueWealth Advisors held 5,453 shares of iShares Short Maturity Bond ETF worth $276K as of Q2 2026.
TrueWealth Advisors left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
iShares Short Maturity Bond ETF made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #205 holding.
TrueWealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 17 quarters since.
TrueWealth Advisors's iShares Short Maturity Bond ETF position peaked at $280K in Q3 2025.
405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.