VHAM
NEAR icon

Van Hulzen Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Van Hulzen Asset 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 		$4.49M Sell
88,576
-7,395
-8% -$375K 0.32% 66
2026
Q1 		$4.88M Buy
95,971
+3,041
+3% +$155K 0.36% 63
2025
Q4 		$4.75M Buy
92,930
+8,255
+10% +$423K 0.35% 65
2025
Q3 		$4.34M Buy
84,675
+3,239
+4% +$165K 0.32% 66
2025
Q2 		$4.16M Buy
81,436
+1,659
+2% +$84.3K 0.35% 65
2025
Q1 		$4.06M Buy
79,777
+5,172
+7% +$262K 0.37% 64
2024
Q4 		$3.77M Buy
74,605
+12,501
+20% +$634K 0.28% 76
2024
Q3 		$3.18M Buy
+62,104
New +$3.16M 0.23% 84
2023
Q1 		– Sell
-134,932
Closed -$6.65M – 320
2022
Q4 		$6.65M Buy
134,932
+6,976
+5% +$343K 0.77% 42
2022
Q3 		$6.3M Sell
127,956
-5,935
-4% -$292K 0.78% 44
2022
Q2 		$6.59M Buy
133,891
+45,243
+51% +$2.24M 0.79% 43
2022
Q1 		$4.39M Sell
88,648
-46,466
-34% -$2.31M 0.47% 60
2021
Q4 		$6.75M Buy
135,114
+53,164
+65% +$2.66M 0.74% 43
2021
Q3 		$4.11M Sell
81,950
-2,064
-2% -$103K 0.61% 49
2021
Q2 		$4.21M Buy
84,014
+30,882
+58% +$1.55M 0.63% 48
2021
Q1 		$2.67M Buy
53,132
+47,853
+906% +$2.4M 0.43% 61
2020
Q4 		$265K Buy
+5,279
New +$265K 0.04% 226
2020
Q1 		– Sell
-28,146
Closed -$1.41M – 284
2019
Q4 		$1.41M Buy
28,146
+8,456
+43% +$425K 0.27% 77
2019
Q3 		$991K Buy
19,690
+7,324
+59% +$368K 0.21% 87
2019
Q2 		$622K Buy
12,366
+6,607
+115% +$332K 0.14% 109
2019
Q1 		$289K Buy
+5,759
New +$288K 0.08% 181

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

Van Hulzen Asset Management's NEAR Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 7.7% in Q2 2026, selling an estimated $375K and leaving 88,576 shares worth $4.49M. The position accounts for 0.32% of the portfolio, ranked #66.

Van Hulzen Asset Management first reported a position in NEAR in Q1 2019 and has held it in 21 quarters since. The position peaked at $6.75M in Q4 2021. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Van Hulzen Asset Management held 88,576 shares of iShares Short Maturity Bond ETF worth $4.49M as of Q2 2026.
  • Van Hulzen Asset Management sold 7,395 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $375K.
  • iShares Short Maturity Bond ETF made up 0.32% of Van Hulzen Asset Management's portfolio in Q2 2026, its #66 holding.
  • Van Hulzen Asset Management first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 21 quarters since.
  • Van Hulzen Asset Management's iShares Short Maturity Bond ETF position peaked at $6.75M in Q4 2021.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.