Inscription Capital’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Inscription Capital’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
2025 Q2	–	Sell	-5,800	Closed	-$293K	–	536
2025 Q1	$293K	Buy	+5,800	New	+$294K	0.05%	250
2024 Q3	–	Sell	-5,800	Closed	-$292K	–	375
2024 Q2	$292K	Hold	5,800	–	–	0.05%	252
2024 Q1	$293K	Hold	5,800	–	–	0.05%	250
2023 Q4	$293K	Hold	5,800	–	–	0.08%	169
2023 Q3	$289K	Hold	5,800	–	–	0.09%	147
2023 Q2	$288K	Hold	5,800	–	–	0.09%	152
2023 Q1	$288K	Hold	5,800	–	–	0.08%	163
2022 Q4	$286K	Hold	5,800	–	–	0.1%	164
2022 Q3	$286K	Hold	5,800	–	–	0.08%	157
2022 Q2	$286K	Hold	5,800	–	–	0.05%	209
2022 Q1	$288K	Hold	5,800	–	–	0.08%	160
2021 Q4	$290K	Hold	5,800	–	–	0.08%	183
2021 Q3	$291K	Buy	+5,800	New	+$291K	0.09%	174
2021 Q2	–	Sell	-5,800	Closed	-$291K	–	367
2021 Q1	$291K	Sell	5,800 -8	-0.1%	-$402	0.1%	155
2020 Q4	$291K	Buy	5,808 +8	+0.1%	+$401	0.11%	138
2020 Q3	$291K	Buy	+5,800	New	+$290K	0.13%	126

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Inscription Capital's NEAR Position: Q2 2025 in Review

Inscription Capital sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2025, closing a stake of 5,800 shares — an estimated $293K sold.

Inscription Capital first reported a position in NEAR in Q3 2020 and held it in 16 quarters. The position peaked at $293K in Q4 2023. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

Inscription Capital reported no remaining iShares Short Maturity Bond ETF position as of Q2 2025 after selling out during the quarter.
Inscription Capital sold 5,800 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $293K.
Inscription Capital first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and held it in 16 quarters.
Inscription Capital's iShares Short Maturity Bond ETF position peaked at $293K in Q4 2023.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Inscription Capital's 13F filing for Q2 2025, filed 12 Aug 2025.