Canal Insurance Company’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Canal Insurance Company’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
2025 Q4	–	Sell	-100,000	Closed	-$5.13M	–	67
2025 Q3	$5.13M	Hold	100,000	–	–	1.09%	34
2025 Q2	$5.11M	Hold	100,000	–	–	1.14%	30
2025 Q1	$5.09M	Buy	100,000 +22,000	+28%	+$1.11M	1.2%	31
2024 Q4	$3.98M	Sell	78,000 -22,000	-22%	-$1.12M	1.03%	35
2024 Q3	$5.12M	Hold	100,000	–	–	1.19%	28
2024 Q2	$5.03M	Hold	100,000	–	–	1.33%	22
2024 Q1	$5.05M	Hold	100,000	–	–	1.29%	26
2023 Q4	$5.05M	Hold	100,000	–	–	1.4%	25
2023 Q3	$4.99M	Hold	100,000	–	–	1.43%	24
2023 Q2	$4.97M	Hold	100,000	–	–	1.4%	23
2023 Q1	$4.96M	Hold	100,000	–	–	1.34%	23
2022 Q4	$4.93M	Hold	100,000	–	–	1.35%	26
2022 Q3	$4.93M	Hold	100,000	–	–	1.47%	23
2022 Q2	$4.93M	Hold	100,000	–	–	1.43%	19
2022 Q1	$4.96M	Hold	100,000	–	–	1.36%	25
2021 Q4	$5M	Hold	100,000	–	–	1.46%	21
2021 Q3	$5.01M	Hold	100,000	–	–	1.7%	20
2021 Q2	$5.02M	Hold	100,000	–	–	1.77%	18
2021 Q1	$5.02M	Hold	100,000	–	–	1.92%	18
2020 Q4	$5.02M	Hold	100,000	–	–	2.09%	16
2020 Q3	$5.01M	Hold	100,000	–	–	2.01%	16
2020 Q2	$5M	Hold	100,000	–	–	1.97%	18
2020 Q1	$4.85M	Buy	+100,000	New	+$4.98M	1.87%	18

Other funds holding NEAR

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Canal Insurance Company's NEAR Position: Q4 2025 in Review

Canal Insurance Company sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 100,000 shares — an estimated $5.13M sold.

Canal Insurance Company first reported a position in NEAR in Q1 2020 and held it in 23 quarters. The position peaked at $5.13M in Q3 2025. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

Canal Insurance Company reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
Canal Insurance Company sold 100,000 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $5.13M.
Canal Insurance Company first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 23 quarters.
Canal Insurance Company's iShares Short Maturity Bond ETF position peaked at $5.13M in Q3 2025.
396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Canal Insurance Company's 13F filing for Q4 2025, filed 3 Feb 2026.