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

Harbour 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
Q1 		$1.01M Buy
19,906
+12,239
+160% +$625K 0.02% 756
2025
Q4 		$392K Buy
7,667
+25
+0.3% +$1.28K 0.01% 960
2025
Q3 		$392K Buy
7,642
+122
+2% +$6.23K 0.01% 911
2025
Q2 		$384K Buy
7,520
+1,152
+18% +$58.5K 0.01% 875
2025
Q1 		$324K Sell
6,368
-493
-7% -$25K 0.01% 886
2024
Q4 		$346K Buy
6,861
+1,882
+38% +$95.4K 0.01% 827
2024
Q3 		$255K Sell
4,979
-441
-8% -$22.4K 0.01% 917
2024
Q2 		$273K Sell
5,420
-1,025
-16% -$51.4K 0.01% 826
2024
Q1 		$325K Sell
6,445
-55
-0.8% -$2.77K 0.01% 741
2023
Q4 		$328K Sell
6,500
-280
-4% -$14K 0.01% 686
2023
Q3 		$338K Buy
6,780
+6,429
+1,832% +$320K 0.02% 615
2023
Q2 		$17.4K Sell
351
-249
-42% -$12.4K ﹤0.01% 1811
2023
Q1 		$29.8K Sell
600
-1,253
-68% -$62K ﹤0.01% 1566
2022
Q4 		$91.3K Sell
1,853
-1,083
-37% -$53.2K 0.01% 1041
2022
Q3 		$145K Hold
2,936
– – 0.01% 825
2022
Q2 		$145K Buy
+2,936
New +$145K 0.01% 825
2021
Q4 		$181K Sell
3,625
-16,086
-82% -$805K 0.01% 757
2021
Q3 		$988K Sell
19,711
-298
-1% -$14.9K 0.03% 447
2021
Q2 		$1M Buy
20,009
+458
+2% +$23K 0.03% 458
2021
Q1 		$981K Buy
+19,551
New +$982K 0.04% 419

Other funds holding NEAR

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments's NEAR Position: Q1 2026 in Review

Harbour Investments increased its iShares Short Maturity Bond ETF (NEAR) stake by 160% in Q1 2026, buying an estimated $625K and bringing the position to 19,906 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #756.

Harbour Investments first reported a position in NEAR in Q1 2021 and has held it in 20 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Harbour Investments held 19,906 shares of iShares Short Maturity Bond ETF worth $1.01M as of Q1 2026.
  • Harbour Investments bought 12,239 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $625K.
  • iShares Short Maturity Bond ETF made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #756 holding.
  • Harbour Investments first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.