Wescott Financial Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Wescott Financial Advisory Group’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	$3.89M	Buy	76,837 +3,754	+5%	+$190K	0.3%	46
2026 Q1	$3.72M	Buy	73,083 +12,365	+20%	+$631K	0.33%	48
2025 Q4	$3.1M	Buy	60,718 +5,933	+11%	+$304K	0.27%	51
2025 Q3	$2.81M	Buy	54,785 +3,713	+7%	+$190K	0.25%	52
2025 Q2	$2.61M	Buy	51,072 +2,588	+5%	+$131K	0.25%	52
2025 Q1	$2.47M	Buy	48,484 +3,592	+8%	+$182K	0.26%	52
2024 Q4	$2.27M	Buy	44,892 +6,253	+16%	+$317K	0.23%	54
2024 Q3	$1.98M	Buy	38,639 +4,607	+14%	+$234K	0.21%	56
2024 Q2	$1.71M	Buy	34,032 +3,572	+12%	+$179K	0.2%	61
2024 Q1	$1.54M	Buy	30,460 +22,030	+261%	+$1.11M	0.19%	61
2023 Q4	$426K	Buy	+8,430	New	+$422K	0.06%	112
2023 Q1	–	Sell	-20,081	Closed	-$989K	–	163
2022 Q4	$989K	Buy	+20,081	New	+$987K	0.21%	64

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

Wescott Financial Advisory Group's NEAR Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 5.1% in Q2 2026, buying an estimated $190K and bringing the position to 76,837 shares worth $3.89M. The position accounts for 0.3% of the portfolio, ranked #46.

Wescott Financial Advisory Group first reported a position in NEAR in Q4 2022 and has held it in 12 quarters since. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Wescott Financial Advisory Group held 76,837 shares of iShares Short Maturity Bond ETF worth $3.89M as of Q2 2026.
Wescott Financial Advisory Group bought 3,754 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $190K.
iShares Short Maturity Bond ETF made up 0.3% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #46 holding.
Wescott Financial Advisory Group first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 12 quarters since.
405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.