Independent Advisor Alliance’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Independent Advisor Alliance’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	–	Sell	-43,044	Closed	-$2.19M	–	1438
2026 Q1	$2.19M	Buy	+43,044	New	+$2.2M	0.02%	532
2025 Q1	–	Sell	-5,500	Closed	-$278K	–	1167
2024 Q4	$278K	Buy	+5,500	New	+$279K	﹤0.01%	1164
2020 Q1	–	Sell	-7,360	Closed	-$370K	–	700
2019 Q4	$370K	Buy	+7,360	New	+$370K	0.02%	620

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

Independent Advisor Alliance's NEAR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2026, closing a stake of 43,044 shares — an estimated $2.19M sold.

Independent Advisor Alliance first reported a position in NEAR in Q4 2019 and held it in 3 quarters. The position peaked at $2.19M in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Short Maturity Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 43,044 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $2.19M.
Independent Advisor Alliance first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares Short Maturity Bond ETF position peaked at $2.19M in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.