American Institute for Advanced Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

American Institute for Advanced Investment Management’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	$1.02M	Buy	20,140 +2,965	+17%	+$150K	0.59%	52
2026 Q1	$873K	Buy	17,175 +150	+0.9%	+$7.66K	0.57%	54
2025 Q4	$870K	Buy	17,025 +1,125	+7%	+$57.6K	0.56%	51
2025 Q3	$815K	Sell	15,900 -500	-3%	-$25.5K	0.53%	52
2025 Q2	$838K	Hold	16,400	–	–	0.59%	43
2025 Q1	$834K	Buy	16,400 +1,200	+8%	+$60.8K	0.64%	46
2024 Q4	$768K	Sell	15,200 -140	-0.9%	-$7.1K	0.57%	51
2024 Q3	$786K	Sell	15,340 -3,400	-18%	-$173K	0.56%	52
2024 Q2	$943K	Sell	18,740 -700	-4%	-$35.1K	0.72%	44
2024 Q1	$981K	Sell	19,440 -6,700	-26%	-$338K	0.78%	41
2023 Q4	$1.32M	Sell	26,140 -1,150	-4%	-$57.6K	1.17%	20
2023 Q3	$1.36M	Buy	27,290 +1,260	+5%	+$62.7K	1.26%	18
2023 Q2	$1.29M	Buy	26,030 +1,700	+7%	+$84.3K	1.13%	21
2023 Q1	$1.21M	Sell	24,330 -15,200	-38%	-$753K	1.29%	18
2022 Q4	$1.95M	Sell	39,530 -710	-2%	-$34.9K	1.78%	15
2022 Q3	$1.98M	Sell	40,240 -300	-0.7%	-$14.8K	1.85%	16
2022 Q2	$2M	Sell	40,540 -200	-0.5%	-$9.88K	1.75%	17
2022 Q1	$2.02M	Buy	40,740 +5,300	+15%	+$264K	1.47%	19
2021 Q4	$1.77M	Buy	35,440 +2,180	+7%	+$109K	1.19%	24
2021 Q3	$1.67M	Buy	33,260 +3,280	+11%	+$164K	1.18%	28
2021 Q2	$1.5M	Buy	29,980 +2,400	+9%	+$120K	1.06%	30
2021 Q1	$1.38M	Buy	27,580 +7,360	+36%	+$369K	1.06%	29
2020 Q4	$1.01M	Buy	20,220 +10,970	+119%	+$550K	0.81%	40
2020 Q3	$464K	Buy	+9,250	New	+$463K	0.42%	58

Other funds holding NEAR

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

ARA

Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return

American Institute for Advanced Investment Management's NEAR Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 17% in Q2 2026, buying an estimated $150K and bringing the position to 20,140 shares worth $1.02M. The position accounts for 0.59% of the portfolio, ranked #52.

American Institute for Advanced Investment Management first reported a position in NEAR in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.02M in Q1 2022. 305 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

American Institute for Advanced Investment Management held 20,140 shares of iShares Short Maturity Bond ETF worth $1.02M as of Q2 2026.
American Institute for Advanced Investment Management bought 2,965 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $150K.
iShares Short Maturity Bond ETF made up 0.59% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #52 holding.
American Institute for Advanced Investment Management first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and has held it in 24 quarters since.
American Institute for Advanced Investment Management's iShares Short Maturity Bond ETF position peaked at $2.02M in Q1 2022.
305 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.