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

World Investment 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 		$1.59M Hold
31,322
– – 0.03% 549
2026
Q1 		$1.59M Buy
31,322
+5,633
+22% +$288K 0.03% 559
2025
Q4 		$1.31M Buy
25,689
+5,622
+28% +$288K 0.02% 595
2025
Q3 		$1.03M Sell
20,067
-16,729
-45% -$855K 0.02% 556
2025
Q2 		$1.88M Buy
36,796
+22,633
+160% +$1.15M 0.04% 385
2025
Q1 		$720K Buy
14,163
+1,477
+12% +$74.8K 0.02% 589
2024
Q4 		$641K Sell
12,686
-66,962
-84% -$3.4M 0.02% 591
2024
Q3 		$4.08M Sell
79,648
-3,417
-4% -$174K 0.13% 181
2024
Q2 		$4.18M Buy
83,065
+48
+0.1% +$2.41K 0.26% 83
2024
Q1 		$4.19M Buy
83,017
+57,271
+222% +$2.89M 0.6% 36
2023
Q4 		$1.3M Sell
25,746
-13,018
-34% -$652K 0.17% 114
2023
Q3 		$1.93M Sell
38,764
-5,029
-11% -$250K 0.38% 52
2023
Q2 		$2.18M Buy
43,793
+19,853
+83% +$985K 0.42% 45
2023
Q1 		$1.19M Buy
23,940
+11,910
+99% +$590K 0.25% 73
2022
Q4 		$593K Sell
12,030
-10,144
-46% -$499K 0.14% 112
2022
Q3 		$1.09M Sell
22,174
-5,877
-21% -$290K 0.26% 63
2022
Q2 		$1.38M Buy
28,051
+8,671
+45% +$429K 0.29% 52
2022
Q1 		$961K Sell
19,380
-1,980
-9% -$98.5K 0.2% 92
2021
Q4 		$1.06M Sell
21,360
-6,149
-22% -$308K 0.22% 84
2021
Q3 		$1.38M Buy
27,509
+3,339
+14% +$167K 0.31% 56
2021
Q2 		$1.21M Sell
24,170
-20
-0.1% -$1K 0.28% 63
2021
Q1 		$1.21M Buy
24,190
+4,621
+24% +$232K 0.29% 62
2020
Q4 		$983K Sell
19,569
-13,621
-41% -$683K 0.25% 72
2020
Q3 		$1.66M Buy
33,190
+14,152
+74% +$709K 0.57% 35
2020
Q2 		$953K Buy
19,038
+10,348
+119% +$512K 0.33% 52
2020
Q1 		$422K Buy
8,690
+741
+9% +$36.9K 0.2% 76
2019
Q4 		$399K Sell
7,949
-61
-0.8% -$3.07K 0.16% 88
2019
Q3 		$403K Sell
8,010
-1,220
-13% -$61.4K 0.17% 72
2019
Q2 		$465K Buy
9,230
+2,486
+37% +$125K 0.21% 63
2019
Q1 		$339K Buy
6,744
+352
+6% +$17.6K 0.15% 76
2018
Q4 		$320K Buy
+6,392
New +$320K 0.14% 98

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

World Investment Advisors's NEAR Position: Q2 2026 in Review

World Investment Advisors held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 31,322 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #549.

World Investment Advisors first reported a position in NEAR in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.19M in Q1 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • World Investment Advisors held 31,322 shares of iShares Short Maturity Bond ETF worth $1.59M as of Q2 2026.
  • World Investment Advisors left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #549 holding.
  • World Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's iShares Short Maturity Bond ETF position peaked at $4.19M in Q1 2024.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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