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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First American Trust's NEAR Position: Q1 2026 in Review

First American Trust reduced its iShares Short Maturity Bond ETF (NEAR) stake by 9.2% in Q1 2026, selling an estimated $74.2K and leaving 14,341 shares worth $729K. The position accounts for 0.05% of the portfolio, ranked #176.

First American Trust first reported a position in NEAR in Q3 2022 and has held it in 8 quarters since. The position peaked at $808K in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

First American Trust held 14,341 shares of iShares Short Maturity Bond ETF worth $729K as of Q1 2026.
First American Trust sold 1,453 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $74.2K.
iShares Short Maturity Bond ETF made up 0.05% of First American Trust's portfolio in Q1 2026, its #176 holding.
First American Trust first reported a position in iShares Short Maturity Bond ETF in Q3 2022 and has held it in 8 quarters since.
First American Trust's iShares Short Maturity Bond ETF position peaked at $808K in Q3 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.