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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Anchor Investment Management's NEAR Position: Q1 2026 in Review

Anchor Investment Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.79% in Q1 2026, buying an estimated $51 and bringing the position to 128 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Anchor Investment Management first reported a position in NEAR in Q4 2021 and has held it in 18 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Anchor Investment Management held 128 shares of iShares Short Maturity Bond ETF worth $6.52K as of Q1 2026.
Anchor Investment Management bought 1 iShares Short Maturity Bond ETF share in Q1 2026, an estimated $51.
iShares Short Maturity Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #865 holding.
Anchor Investment Management first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 18 quarters since.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.