Anchor Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Anchor 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	$6.57K	Buy	130 +2	+2%	+$101	﹤0.01%	951
2026 Q1	$6.52K	Buy	128 +1	+0.8%	+$51	﹤0.01%	865
2025 Q4	$6.51K	Buy	127 +2	+2%	+$102	﹤0.01%	862
2025 Q3	$6.43K	Hold	125	–	–	﹤0.01%	873
2025 Q2	$6.39K	Hold	125	–	–	﹤0.01%	863
2025 Q1	$6.36K	Hold	125	–	–	﹤0.01%	860
2024 Q4	$6.31K	Hold	125	–	–	﹤0.01%	859
2024 Q3	$6.41K	Hold	125	–	–	﹤0.01%	851
2024 Q2	$6.29K	Hold	125	–	–	﹤0.01%	817
2024 Q1	$6.31K	Hold	125	–	–	﹤0.01%	845
2023 Q4	$6.32K	Hold	125	–	–	﹤0.01%	803
2023 Q3	$6.24K	Hold	125	–	–	﹤0.01%	810
2023 Q2	$6.21K	Hold	125	–	–	﹤0.01%	805
2023 Q1	$6.2K	Hold	125	–	–	﹤0.01%	806
2022 Q4	$6.16K	Hold	125	–	–	﹤0.01%	768
2022 Q3	$6.16K	Hold	125	–	–	﹤0.01%	770
2022 Q2	$6.16K	Hold	125	–	–	﹤0.01%	784
2022 Q1	$6.2K	Hold	125	–	–	﹤0.01%	810
2021 Q4	$6.24K	Buy	+125	New	+$6.25K	﹤0.01%	843

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

Anchor Investment Management's NEAR Position: Q2 2026 in Review

Anchor Investment Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.6% in Q2 2026, buying an estimated $101 and bringing the position to 130 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Anchor Investment Management first reported a position in NEAR in Q4 2021 and has held it in 19 quarters since. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Anchor Investment Management held 130 shares of iShares Short Maturity Bond ETF worth $6.57K as of Q2 2026.
Anchor Investment Management bought 2 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $101.
iShares Short Maturity Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #951 holding.
Anchor Investment Management first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 19 quarters since.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.