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

WestHill Financial 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	$226K	Hold	4,461	–	–	0.04%	76
2026 Q1	$227K	Sell	4,461 -17	-0.4%	-$868	0.04%	69
2025 Q4	$229K	Hold	4,478	–	–	0.04%	73
2025 Q3	$230K	Buy	4,478 +111	+3%	+$5.67K	0.05%	70
2025 Q2	$223K	Hold	4,367	–	–	0.05%	69
2025 Q1	$222K	Sell	4,367 -10	-0.2%	-$507	0.05%	68
2024 Q4	$221K	Buy	4,377 +98	+2%	+$4.97K	0.05%	69
2024 Q3	$219K	Buy	4,279 +89	+2%	+$4.52K	0.05%	70
2024 Q2	$211K	Hold	4,190	–	–	0.05%	66
2024 Q1	$211K	Hold	4,190	–	–	0.05%	71
2023 Q4	$212K	Hold	4,190	–	–	0.06%	70
2023 Q3	$209K	Sell	4,190 -69	-2%	-$3.43K	0.06%	66
2023 Q2	$212K	Hold	4,259	–	–	0.06%	62
2023 Q1	$211K	Buy	+4,259	New	+$211K	0.06%	61

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

WestHill Financial Advisors's NEAR Position: Q2 2026 in Review

WestHill Financial Advisors held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 4,461 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #76.

WestHill Financial Advisors first reported a position in NEAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $230K in Q3 2025. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

WestHill Financial Advisors held 4,461 shares of iShares Short Maturity Bond ETF worth $226K as of Q2 2026.
WestHill Financial Advisors left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
iShares Short Maturity Bond ETF made up 0.04% of WestHill Financial Advisors's portfolio in Q2 2026, its #76 holding.
WestHill Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and has held it in 14 quarters since.
WestHill Financial Advisors's iShares Short Maturity Bond ETF position peaked at $230K in Q3 2025.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.