Vestmark Advisory Solutions’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Vestmark Advisory Solutions’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	$1.55M	Sell	30,663 -1,852	-6%	-$93.9K	0.01%	816
2026 Q1	$1.65M	Buy	+32,515	New	+$1.66M	0.02%	698
2019 Q4	–	Sell	-6,755	Closed	-$340K	–	437
2019 Q3	$340K	Sell	6,755 -5,568	-45%	-$280K	0.06%	383
2019 Q2	$620K	Sell	12,323 -1,311	-10%	-$65.8K	0.11%	248
2019 Q1	$685K	Buy	+13,634	New	+$683K	0.12%	228

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

Vestmark Advisory Solutions's NEAR Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its iShares Short Maturity Bond ETF (NEAR) stake by 5.7% in Q2 2026, selling an estimated $93.9K and leaving 30,663 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #816.

Vestmark Advisory Solutions first reported a position in NEAR in Q1 2019 and has held it in 5 quarters since. The position peaked at $1.65M in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Vestmark Advisory Solutions held 30,663 shares of iShares Short Maturity Bond ETF worth $1.55M as of Q2 2026.
Vestmark Advisory Solutions sold 1,852 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $93.9K.
iShares Short Maturity Bond ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #816 holding.
Vestmark Advisory Solutions first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 5 quarters since.
Vestmark Advisory Solutions's iShares Short Maturity Bond ETF position peaked at $1.65M in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.