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Independent Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Independent Financial Group’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 		$10.9M Buy
215,557
+168,095
+354% +$8.52M 0.2% 93
2026
Q1 		$2.41M Sell
47,462
-315
-0.7% -$16.1K 0.05% 356
2025
Q4 		$2.44M Sell
47,777
-1,540
-3% -$78.8K 0.05% 340
2025
Q3 		$2.53M Sell
49,317
-1,390
-3% -$71K 0.06% 315
2025
Q2 		$2.59M Buy
50,707
+890
+2% +$45.2K 0.07% 277
2025
Q1 		$2.53M Sell
49,817
-5,680
-10% -$288K 0.09% 233
2024
Q4 		$2.8M Sell
55,497
-391
-0.7% -$19.8K 0.09% 212
2024
Q3 		$2.86M Buy
55,888
+28,675
+105% +$1.46M 0.11% 196
2024
Q2 		$1.37M Buy
27,213
+8,336
+44% +$418K 0.05% 322
2024
Q1 		$953K Hold
18,877
– – 0.04% 390
2023
Q4 		$954K Buy
18,877
+8,000
+74% +$400K 0.05% 369
2023
Q3 		$543K Sell
10,877
-1,132
-9% -$56.3K 0.04% 470
2023
Q2 		$597K Sell
12,009
-16
-0.1% -$794 0.04% 437
2023
Q1 		$596K Buy
12,025
+1,870
+18% +$92.6K 0.05% 408
2022
Q4 		$500K Buy
10,155
+4,000
+65% +$197K 0.04% 422
2022
Q3 		$303K Hold
6,155
– – 0.03% 541
2022
Q2 		$303K Buy
+6,155
New +$304K 0.03% 502

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

Independent Financial Group's NEAR Position: Q2 2026 in Review

Independent Financial Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 354% in Q2 2026, buying an estimated $8.52M and bringing the position to 215,557 shares worth $10.9M. The position accounts for 0.2% of the portfolio, ranked #93.

Independent Financial Group first reported a position in NEAR in Q2 2022 and has held it in 17 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Independent Financial Group held 215,557 shares of iShares Short Maturity Bond ETF worth $10.9M as of Q2 2026.
  • Independent Financial Group bought 168,095 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $8.52M.
  • iShares Short Maturity Bond ETF made up 0.2% of Independent Financial Group's portfolio in Q2 2026, its #93 holding.
  • Independent Financial Group first reported a position in iShares Short Maturity Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.