Crews Bank & Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Crews Bank & Trust’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	$679K	Sell	13,400 -395	-3%	-$20K	0.09%	125
2026 Q1	$701K	Sell	13,795 -85	-0.6%	-$4.34K	0.1%	114
2025 Q4	$709K	Buy	13,880 +4,555	+49%	+$233K	0.1%	113
2025 Q3	$478K	Hold	9,325	–	–	0.07%	146
2025 Q2	$477K	Sell	9,325 -105	-1%	-$5.33K	0.08%	141
2025 Q1	$480K	Hold	9,430	–	–	0.08%	141
2024 Q4	$476K	Buy	+9,430	New	+$478K	0.08%	138

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

Crews Bank & Trust's NEAR Position: Q2 2026 in Review

Crews Bank & Trust reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2.9% in Q2 2026, selling an estimated $20K and leaving 13,400 shares worth $679K. The position accounts for 0.09% of the portfolio, ranked #125.

Crews Bank & Trust first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $709K in Q4 2025. 89 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Crews Bank & Trust held 13,400 shares of iShares Short Maturity Bond ETF worth $679K as of Q2 2026.
Crews Bank & Trust sold 395 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $20K.
iShares Short Maturity Bond ETF made up 0.09% of Crews Bank & Trust's portfolio in Q2 2026, its #125 holding.
Crews Bank & Trust first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares Short Maturity Bond ETF position peaked at $709K in Q4 2025.
89 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.