First American Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

First American 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	$895K	Buy	17,672 +3,331	+23%	+$169K	0.05%	175
2026 Q1	$729K	Sell	14,341 -1,453	-9%	-$74.2K	0.05%	176
2025 Q4	$807K	Buy	15,794 +37	+0.2%	+$1.89K	0.06%	162
2025 Q3	$808K	Buy	15,757 +3,643	+30%	+$186K	0.06%	144
2025 Q2	$619K	Buy	12,114 +1,009	+9%	+$51.2K	0.05%	154
2025 Q1	$565K	Buy	+11,105	New	+$563K	0.05%	148
2023 Q2	–	Sell	-4,395	Closed	-$218K	–	160
2023 Q1	$218K	Buy	4,395 +51	+1%	+$2.52K	0.03%	147
2022 Q4	$214K	Sell	4,344 -1,278	-23%	-$62.8K	0.03%	146
2022 Q3	$277K	Buy	+5,622	New	+$277K	0.05%	127

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

First American Trust's NEAR Position: Q2 2026 in Review

First American Trust increased its iShares Short Maturity Bond ETF (NEAR) stake by 23% in Q2 2026, buying an estimated $169K and bringing the position to 17,672 shares worth $895K. The position accounts for 0.05% of the portfolio, ranked #175.

First American Trust first reported a position in NEAR in Q3 2022 and has held it in 9 quarters since. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

First American Trust held 17,672 shares of iShares Short Maturity Bond ETF worth $895K as of Q2 2026.
First American Trust bought 3,331 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $169K.
iShares Short Maturity Bond ETF made up 0.05% of First American Trust's portfolio in Q2 2026, its #175 holding.
First American Trust first reported a position in iShares Short Maturity Bond ETF in Q3 2022 and has held it in 9 quarters since.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.