Winch Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Winch Advisory Services’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	$3.98K	Buy	79 +1	+1%	+$51	﹤0.01%	421
2026 Q1	$3.96K	Buy	78 +1	+1%	+$51	﹤0.01%	384
2025 Q4	$3.95K	Buy	77 +1	+1%	+$51	﹤0.01%	380
2025 Q3	$3.9K	Buy	76 +1	+1%	+$51	﹤0.01%	380
2025 Q2	$3.85K	Buy	75 +1	+1%	+$51	﹤0.01%	365
2025 Q1	$3.79K	Hold	74	–	–	﹤0.01%	359
2024 Q4	$3.73K	Buy	74 +1	+1%	+$51	﹤0.01%	395
2024 Q3	$3.72K	Buy	73 +1	+1%	+$51	﹤0.01%	337
2024 Q2	$3.61K	Buy	72 +1	+1%	+$50	﹤0.01%	338
2024 Q1	$3.57K	Buy	71 +1	+1%	+$50	﹤0.01%	336
2023 Q4	$3.55K	Buy	70 +1	+1%	+$50	﹤0.01%	325
2023 Q3	$3K	Buy	69 +1	+1%	+$50	﹤0.01%	335
2023 Q2	$3K	Buy	68 +1	+1%	+$50	﹤0.01%	335
2023 Q1	$3K	Hold	67	–	–	﹤0.01%	333
2022 Q4	$3K	Sell	67 -1,180	-95%	-$58K	﹤0.01%	319
2022 Q3	$61K	Sell	1,247 -2,503	-67%	-$123K	0.03%	105
2022 Q2	$185K	Buy	3,750 +2,509	+202%	+$124K	0.08%	73
2022 Q1	$62K	Buy	1,241 +2	+0.2%	+$100	0.02%	119
2021 Q4	$62K	Sell	1,239 -28	-2%	-$1.4K	0.02%	122
2021 Q3	$64K	Buy	1,267 +3	+0.2%	+$150	0.02%	120
2021 Q2	$63K	Buy	1,264 +2	+0.2%	+$100	0.02%	117
2021 Q1	$63K	Buy	1,262 +1,196	+1,812%	+$60K	0.03%	109
2020 Q4	$3K	Hold	66	–	–	﹤0.01%	347
2020 Q3	$3K	Buy	66 +1	+2%	+$50	﹤0.01%	303
2020 Q2	$3K	Hold	65	–	–	﹤0.01%	301
2020 Q1	$3K	Sell	65 -256,715	-100%	-$12.8M	﹤0.01%	257
2019 Q4	$12.9M	Sell	256,780 -71,972	-22%	-$3.62M	6.12%	4
2019 Q3	$16.5M	Buy	328,752 +7,321	+2%	+$368K	8.62%	1
2019 Q2	$16.2M	Buy	+321,431	New	+$16.1M	8.43%	1
2019 Q1	–	Sell	-113,689	Closed	-$5.67M	–	392
2018 Q4	$5.67M	Buy	+113,689	New	+$5.69M	3.15%	9

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

Winch Advisory Services's NEAR Position: Q2 2026 in Review

Winch Advisory Services increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.3% in Q2 2026, buying an estimated $51 and bringing the position to 79 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Winch Advisory Services first reported a position in NEAR in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.5M in Q3 2019. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Winch Advisory Services held 79 shares of iShares Short Maturity Bond ETF worth $3.98K as of Q2 2026.
Winch Advisory Services bought 1 iShares Short Maturity Bond ETF share in Q2 2026, an estimated $51.
iShares Short Maturity Bond ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #421 holding.
Winch Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 30 quarters since.
Winch Advisory Services's iShares Short Maturity Bond ETF position peaked at $16.5M in Q3 2019.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.