IFG Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

IFG Advisory’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	$235K	Buy	+4,641	New	+$235K	0.01%	824
2026 Q1	–	Sell	-10,293	Closed	-$526K	–	699
2025 Q4	$526K	Buy	10,293 +1,618	+19%	+$82.8K	0.02%	494
2025 Q3	$445K	Sell	8,675 -667	-7%	-$34.1K	0.02%	520
2025 Q2	$477K	Buy	9,342 +3,763	+67%	+$191K	0.02%	480
2025 Q1	$284K	Sell	5,579 -19,421	-78%	-$984K	0.02%	579
2024 Q4	$22.4K	Buy	+25,000	New	+$1.27M	﹤0.01%	655
2020 Q3	–	Sell	-4,395	Closed	-$219K	–	416
2020 Q2	$219K	Buy	+4,395	New	+$217K	0.04%	360
2019 Q4	–	Sell	-4,409	Closed	-$221K	–	417
2019 Q3	$221K	Sell	4,409 -42,004	-91%	-$2.11M	0.04%	369
2019 Q2	$3.52M	Buy	46,413 +5,521	+14%	+$277K	0.62%	29
2019 Q1	$3.29M	Buy	+40,892	New	+$2.05M	0.63%	28
2018 Q1	–	Sell	-46,763	Closed	-$3.48M	–	345
2017 Q4	$3.48M	Buy	+46,763	New	+$2.35M	0.78%	27

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

IFG Advisory's NEAR Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 4,641 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: IFG Advisory previously reported a position in NEAR as recently as Q4 2025.

IFG Advisory first reported a position in NEAR in Q4 2017 and has held it in 11 quarters since. The position peaked at $3.52M in Q2 2019. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

IFG Advisory held 4,641 shares of iShares Short Maturity Bond ETF worth $235K as of Q2 2026.
iShares Short Maturity Bond ETF was a new IFG Advisory position in Q2 2026.
iShares Short Maturity Bond ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #824 holding.
IFG Advisory first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 11 quarters since.
IFG Advisory's iShares Short Maturity Bond ETF position peaked at $3.52M in Q2 2019.
405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.