Courier Capital’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Courier Capital’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	$534K	Buy	10,539 +2,357	+29%	+$120K	0.03%	276
2026 Q1	$416K	Buy	8,182 +355	+5%	+$18.1K	0.02%	297
2025 Q4	$400K	Hold	7,827	–	–	0.02%	294
2025 Q3	$401K	Sell	7,827 -2,800	-26%	-$143K	0.02%	300
2025 Q2	$543K	Hold	10,627	–	–	0.03%	267
2025 Q1	$541K	Sell	10,627 -227	-2%	-$11.5K	0.04%	264
2024 Q4	$548K	Hold	10,854	–	–	0.04%	247
2024 Q3	$556K	Hold	10,854	–	–	0.04%	235
2024 Q2	$546K	Hold	10,854	–	–	0.04%	215
2024 Q1	$548K	Hold	10,854	–	–	0.04%	234
2023 Q4	$548K	Hold	10,854	–	–	0.04%	228
2023 Q3	$542K	Hold	10,854	–	–	0.04%	229
2023 Q2	$540K	Hold	10,854	–	–	0.04%	233
2023 Q1	$538K	Sell	10,854 -1,000	-8%	-$49.5K	0.06%	169
2022 Q4	$584K	Hold	11,854	–	–	0.07%	159
2022 Q3	$584K	Sell	11,854 -2,000	-14%	-$98.6K	0.07%	151
2022 Q2	$682K	Hold	13,854	–	–	0.08%	144
2022 Q1	$687K	Hold	13,854	–	–	0.07%	153
2021 Q4	$692K	Buy	13,854 +8,500	+159%	+$425K	0.06%	162
2021 Q3	$268K	Hold	5,354	–	–	0.03%	268
2021 Q2	$269K	Hold	5,354	–	–	0.03%	269
2021 Q1	$269K	Hold	5,354	–	–	0.03%	263
2020 Q4	$269K	Hold	5,354	–	–	0.03%	250
2020 Q3	$268K	Sell	5,354 -1,000	-16%	-$50.1K	0.03%	238
2020 Q2	$317K	Hold	6,354	–	–	0.04%	203
2020 Q1	$312K	Buy	6,354 +400	+7%	+$19.9K	0.05%	194
2019 Q4	$299K	Buy	+5,954	New	+$299K	0.04%	220

Other funds holding NEAR

SPWG

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Courier Capital's NEAR Position: Q2 2026 in Review

Courier Capital increased its iShares Short Maturity Bond ETF (NEAR) stake by 29% in Q2 2026, buying an estimated $120K and bringing the position to 10,539 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #276.

Courier Capital first reported a position in NEAR in Q4 2019 and has held it in 27 quarters since. The position peaked at $692K in Q4 2021. 88 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Courier Capital held 10,539 shares of iShares Short Maturity Bond ETF worth $534K as of Q2 2026.
Courier Capital bought 2,357 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $120K.
iShares Short Maturity Bond ETF made up 0.03% of Courier Capital's portfolio in Q2 2026, its #276 holding.
Courier Capital first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 27 quarters since.
Courier Capital's iShares Short Maturity Bond ETF position peaked at $692K in Q4 2021.
88 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.