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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
Q2 		$995K Sell
19,642
-264
-1% -$13.4K 0.01% 816
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments's NEAR Position: Q2 2026 in Review

Harbour Investments reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.3% in Q2 2026, selling an estimated $13.4K and leaving 19,642 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #816.

Harbour Investments first reported a position in NEAR in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.01M in Q1 2026. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Harbour Investments held 19,642 shares of iShares Short Maturity Bond ETF worth $995K as of Q2 2026.
  • Harbour Investments sold 264 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $13.4K.
  • iShares Short Maturity Bond ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #816 holding.
  • Harbour Investments first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares Short Maturity Bond ETF position peaked at $1.01M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.