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Vista Investment Partners II’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Vista Investment Partners II’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 		– Sell
-91,940
Closed -$4.67M – 171
2026
Q1 		$4.67M Buy
91,940
+65,015
+241% +$3.32M 2.1% 8
2025
Q4 		$1.38M Buy
26,925
+3,067
+13% +$157K 0.59% 57
2025
Q3 		$1.22M Buy
23,858
+9,994
+72% +$511K 0.57% 53
2025
Q2 		$708K Buy
+13,864
New +$704K 0.34% 65

Other funds holding NEAR

CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return

Vista Investment Partners II's NEAR Position: Q2 2026 in Review

Vista Investment Partners II sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 91,940 shares — an estimated $4.67M sold.

Vista Investment Partners II first reported a position in NEAR in Q2 2025 and held it in 4 quarters. The position peaked at $4.67M in Q1 2026. 269 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Vista Investment Partners II reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 91,940 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $4.67M.
  • Vista Investment Partners II first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and held it in 4 quarters.
  • Vista Investment Partners II's iShares Short Maturity Bond ETF position peaked at $4.67M in Q1 2026.
  • 269 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.