Fifth Third Securities’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Fifth Third Securities’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	$637K	Buy	12,568 +1,401	+13%	+$71K	0.04%	269
2026 Q1	$568K	Sell	11,167 -1,161	-9%	-$59.3K	0.04%	263
2025 Q4	$630K	Sell	12,328 -928	-7%	-$47.5K	0.04%	241
2025 Q3	$680K	Buy	13,256 +108	+0.8%	+$5.52K	0.05%	220
2025 Q2	$672K	Sell	13,148 -2,415	-16%	-$123K	0.05%	215
2025 Q1	$792K	Buy	15,563 +4,038	+35%	+$205K	0.07%	199
2024 Q4	$582K	Buy	+11,525	New	+$584K	0.05%	219

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

Fifth Third Securities's NEAR Position: Q2 2026 in Review

Fifth Third Securities increased its iShares Short Maturity Bond ETF (NEAR) stake by 13% in Q2 2026, buying an estimated $71K and bringing the position to 12,568 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #269.

Fifth Third Securities first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $792K in Q1 2025. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Fifth Third Securities held 12,568 shares of iShares Short Maturity Bond ETF worth $637K as of Q2 2026.
Fifth Third Securities bought 1,401 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $71K.
iShares Short Maturity Bond ETF made up 0.04% of Fifth Third Securities's portfolio in Q2 2026, its #269 holding.
Fifth Third Securities first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fifth Third Securities's iShares Short Maturity Bond ETF position peaked at $792K in Q1 2025.
77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Fifth Third Securities's 13F filing for Q2 2026, filed 15 Jul 2026.