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

Waverly 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 		$14.9M Sell
293,880
-4,926
-2% -$250K 0.09% 220
2026
Q1 		$15.2M Buy
298,806
+39,462
+15% +$2.02M 0.11% 177
2025
Q4 		$13.3M Buy
259,344
+16,090
+7% +$824K 0.11% 185
2025
Q3 		$12.5M Buy
243,254
+134,502
+124% +$6.87M 0.12% 165
2025
Q2 		$5.56M Buy
108,752
+2,943
+3% +$149K 0.06% 286
2025
Q1 		$5.38M Sell
105,809
-1,384
-1% -$70.1K 0.07% 283
2024
Q4 		$5.41M Sell
107,193
-2,637
-2% -$134K 0.08% 208
2024
Q3 		$5.63M Sell
109,830
-713
-0.6% -$36.2K 0.1% 178
2024
Q2 		$5.56M Sell
110,543
-2,040
-2% -$102K 0.11% 169
2024
Q1 		$5.68M Sell
112,583
-15,472
-12% -$781K 0.13% 129
2023
Q4 		$6.47M Sell
128,055
-12,187
-9% -$610K 0.24% 67
2023
Q3 		$7M Sell
140,242
-33,859
-19% -$1.68M 0.31% 64
2023
Q2 		$8.66M Buy
174,101
+54,138
+45% +$2.69M 0.38% 47
2023
Q1 		$5.95M Sell
119,963
-16,098
-12% -$797K 0.31% 53
2022
Q4 		$6.7M Sell
136,061
-1,136
-0.8% -$55.9K 0.37% 48
2022
Q3 		$6.76M Sell
137,197
-8,236
-6% -$406K 0.48% 36
2022
Q2 		$7.16M Buy
+145,433
New +$7.19M 0.66% 26

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

Waverly Advisors's NEAR Position: Q2 2026 in Review

Waverly Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.6% in Q2 2026, selling an estimated $250K and leaving 293,880 shares worth $14.9M. The position accounts for 0.09% of the portfolio, ranked #220.

Waverly Advisors first reported a position in NEAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.2M in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Waverly Advisors held 293,880 shares of iShares Short Maturity Bond ETF worth $14.9M as of Q2 2026.
  • Waverly Advisors sold 4,926 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $250K.
  • iShares Short Maturity Bond ETF made up 0.09% of Waverly Advisors's portfolio in Q2 2026, its #220 holding.
  • Waverly Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Waverly Advisors's iShares Short Maturity Bond ETF position peaked at $15.2M in Q1 2026.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.