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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 405 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.
  • 405 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.