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

Vance Wealth’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 		$311K Buy
6,139
+218
+4% +$11.1K 0.07% 104
2026
Q1 		$301K Buy
5,921
+23
+0.4% +$1.18K 0.09% 96
2025
Q4 		$301K Buy
5,898
+117
+2% +$5.99K 0.09% 94
2025
Q3 		$296K Buy
5,781
+90
+2% +$4.6K 0.09% 94
2025
Q2 		$291K Sell
5,691
-1,123
-16% -$57K 0.1% 93
2025
Q1 		$347K Buy
6,814
+2,075
+44% +$105K 0.13% 78
2024
Q4 		$239K Buy
4,739
+15
+0.3% +$761 0.09% 88
2024
Q3 		$242K Sell
4,724
-128
-3% -$6.5K 0.09% 85
2024
Q2 		$244K Sell
4,852
-14
-0.3% -$702 0.1% 83
2024
Q1 		$246K Buy
4,866
+126
+3% +$6.36K 0.1% 82
2023
Q4 		$239K Buy
4,740
+32
+0.7% +$1.6K 0.1% 74
2023
Q3 		$235K Sell
4,708
-166
-3% -$8.26K 0.11% 72
2023
Q2 		$242K Buy
+4,874
New +$242K 0.11% 70
2022
Q4 		– Sell
-7,735
Closed -$381K – 79
2022
Q3 		$381K Hold
7,735
– – 0.29% 42
2022
Q2 		$381K Sell
7,735
-226
-3% -$11.2K 0.29% 39
2022
Q1 		$395K Sell
7,961
-582
-7% -$29K 0.5% 36
2021
Q4 		$427K Buy
+8,543
New +$427K 0.42% 30

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

Vance Wealth's NEAR Position: Q2 2026 in Review

Vance Wealth increased its iShares Short Maturity Bond ETF (NEAR) stake by 3.7% in Q2 2026, buying an estimated $11.1K and bringing the position to 6,139 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #104.

Vance Wealth first reported a position in NEAR in Q4 2021 and has held it in 17 quarters since. The position peaked at $427K in Q4 2021. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Vance Wealth held 6,139 shares of iShares Short Maturity Bond ETF worth $311K as of Q2 2026.
  • Vance Wealth bought 218 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $11.1K.
  • iShares Short Maturity Bond ETF made up 0.07% of Vance Wealth's portfolio in Q2 2026, its #104 holding.
  • Vance Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Vance Wealth's iShares Short Maturity Bond ETF position peaked at $427K in Q4 2021.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.