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Cross Staff Investments’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Cross Staff Investments’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 		$375K Sell
7,394
-2,091
-22% -$106K 0.21% 95
2026
Q1 		$482K Hold
9,485
– – 0.24% 83
2025
Q4 		$485K Hold
9,485
– – 0.27% 83
2025
Q3 		$486K Sell
9,485
-1,183
-11% -$60.4K 0.34% 80
2025
Q2 		$545K Sell
10,668
-810
-7% -$41.1K 0.41% 70
2025
Q1 		$584K Buy
11,478
+22
+0.2% +$1.11K 0.44% 63
2024
Q4 		$579K Buy
11,456
+50
+0.4% +$2.54K 0.4% 62
2024
Q3 		$584K Sell
11,406
-1,466
-11% -$74.5K 0.45% 62
2024
Q2 		$648K Buy
12,872
+40
+0.3% +$2.01K 0.54% 53
2024
Q1 		$648K Sell
12,832
-963
-7% -$48.6K 0.55% 51
2023
Q4 		$697K Buy
13,795
+62
+0.5% +$3.1K 0.62% 47
2023
Q3 		$685K Buy
13,733
+137
+1% +$6.82K 0.67% 43
2023
Q2 		$676K Buy
13,596
+5,211
+62% +$259K 0.62% 48
2023
Q1 		$416K Hold
8,385
– – 0.41% 76
2022
Q4 		$413K Hold
8,385
– – 0.43% 75
2022
Q3 		$413K Buy
8,385
+2,535
+43% +$125K 0.46% 67
2022
Q2 		$288K Hold
5,850
– – 0.32% 95
2022
Q1 		$290K Hold
5,850
– – 0.27% 99
2021
Q4 		$292K Buy
+5,850
New +$293K 0.26% 106

Other funds holding NEAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KL
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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cross Staff Investments's NEAR Position: Q2 2026 in Review

Cross Staff Investments reduced its iShares Short Maturity Bond ETF (NEAR) stake by 22% in Q2 2026, selling an estimated $106K and leaving 7,394 shares worth $375K. The position accounts for 0.21% of the portfolio, ranked #95.

Cross Staff Investments first reported a position in NEAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $697K in Q4 2023. 195 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Cross Staff Investments held 7,394 shares of iShares Short Maturity Bond ETF worth $375K as of Q2 2026.
  • Cross Staff Investments sold 2,091 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $106K.
  • iShares Short Maturity Bond ETF made up 0.21% of Cross Staff Investments's portfolio in Q2 2026, its #95 holding.
  • Cross Staff Investments first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Cross Staff Investments's iShares Short Maturity Bond ETF position peaked at $697K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.