Christensen King & Associates Investment Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Christensen King & Associates Investment Services’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	$253K	Sell	4,998 -597	-11%	-$30.3K	0.1%	95
2026 Q1	$284K	Buy	5,595 +18	+0.3%	+$919	0.12%	82
2025 Q4	$285K	Buy	5,577 +41	+0.7%	+$2.1K	0.12%	87
2025 Q3	$284K	Buy	5,536 +28	+0.5%	+$1.43K	0.12%	86
2025 Q2	$281K	Buy	5,508 +29	+0.5%	+$1.47K	0.13%	84
2025 Q1	$278K	Buy	5,479 +19	+0.3%	+$963	0.13%	83
2024 Q4	$275K	Buy	5,460 +43	+0.8%	+$2.18K	0.13%	80
2024 Q3	$278K	Buy	5,417 +31	+0.6%	+$1.57K	0.13%	84
2024 Q2	$271K	Buy	5,386 +29	+0.5%	+$1.46K	0.13%	83
2024 Q1	$270K	Buy	5,357 +20	+0.4%	+$1.01K	0.14%	84
2023 Q4	$270K	Buy	+5,337	New	+$267K	0.14%	83

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

Christensen King & Associates Investment Services's NEAR Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 11% in Q2 2026, selling an estimated $30.3K and leaving 4,998 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #95.

Christensen King & Associates Investment Services first reported a position in NEAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $285K in Q4 2025. 269 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Christensen King & Associates Investment Services held 4,998 shares of iShares Short Maturity Bond ETF worth $253K as of Q2 2026.
Christensen King & Associates Investment Services sold 597 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $30.3K.
iShares Short Maturity Bond ETF made up 0.1% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #95 holding.
Christensen King & Associates Investment Services first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's iShares Short Maturity Bond ETF position peaked at $285K in Q4 2025.
269 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.