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Indiana Trust & Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Indiana Trust & Investment Management’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 		$40.2K Hold
794
– – 0.01% 313
2026
Q1 		$40.4K Hold
794
– – 0.01% 307
2025
Q4 		$40.6K Sell
794
-140
-15% -$7.17K 0.01% 300
2025
Q3 		$47.9K Hold
934
– – 0.01% 295
2025
Q2 		$47.7K Hold
934
– – 0.02% 294
2025
Q1 		$47.5K Hold
934
– – 0.02% 295
2024
Q4 		$47.2K Hold
934
– – 0.02% 293
2024
Q3 		$47.9K Hold
934
– – 0.02% 300
2024
Q2 		$47K Sell
934
-650
-41% -$32.6K 0.02% 286
2024
Q1 		$79.9K Sell
1,584
-650
-29% -$32.8K 0.03% 239
2023
Q4 		$113K Sell
2,234
-650
-23% -$32.5K 0.05% 194
2023
Q3 		$144K Buy
+2,884
New +$143K 0.07% 171

Other funds holding NEAR

CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return

Indiana Trust & Investment Management's NEAR Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 794 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #313.

Indiana Trust & Investment Management first reported a position in NEAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $144K in Q3 2023. 269 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Indiana Trust & Investment Management held 794 shares of iShares Short Maturity Bond ETF worth $40.2K as of Q2 2026.
  • Indiana Trust & Investment Management left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #313 holding.
  • Indiana Trust & Investment Management first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Indiana Trust & Investment Management's iShares Short Maturity Bond ETF position peaked at $144K in Q3 2023.
  • 269 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.