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Integrated Advisors Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Integrated Advisors Network’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 		$2.24M Buy
44,124
+4,632
+12% +$235K 0.1% 194
2026
Q1 		$2.01M Sell
39,492
-1,762
-4% -$90K 0.11% 198
2025
Q4 		$2.11M Buy
41,254
+6,514
+19% +$333K 0.09% 218
2025
Q3 		$1.78M Buy
34,740
+1,959
+6% +$100K 0.07% 260
2025
Q2 		$1.68M Buy
32,781
+3,673
+13% +$187K 0.08% 262
2025
Q1 		$1.48M Buy
29,108
+3,058
+12% +$155K 0.07% 254
2024
Q4 		$1.32M Sell
26,050
-358
-1% -$18.2K 0.06% 266
2024
Q3 		$1.35M Sell
26,408
-3,002
-10% -$153K 0.06% 274
2024
Q2 		$1.48M Sell
29,410
-5,603
-16% -$281K 0.08% 239
2024
Q1 		$1.77M Buy
35,013
+592
+2% +$29.9K 0.09% 221
2023
Q4 		$1.74M Sell
34,421
-13,342
-28% -$668K 0.1% 214
2023
Q3 		$2.38M Buy
47,763
+33,203
+228% +$1.65M 0.15% 172
2023
Q2 		$724K Sell
14,560
-6,800
-32% -$337K 0.04% 346
2023
Q1 		$1.06M Sell
21,360
-40,483
-65% -$2M 0.06% 280
2022
Q4 		$3.05M Buy
61,843
+18,544
+43% +$912K 0.2% 146
2022
Q3 		$2.13M Sell
43,299
-3,838
-8% -$189K 0.14% 166
2022
Q2 		$2.32M Sell
47,137
-994
-2% -$49.1K 0.15% 171
2022
Q1 		$2.39M Buy
+48,131
New +$2.39M 0.14% 174

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

Integrated Advisors Network's NEAR Position: Q2 2026 in Review

Integrated Advisors Network increased its iShares Short Maturity Bond ETF (NEAR) stake by 12% in Q2 2026, buying an estimated $235K and bringing the position to 44,124 shares worth $2.24M. The position accounts for 0.1% of the portfolio, ranked #194.

Integrated Advisors Network first reported a position in NEAR in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.05M in Q4 2022. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Integrated Advisors Network held 44,124 shares of iShares Short Maturity Bond ETF worth $2.24M as of Q2 2026.
  • Integrated Advisors Network bought 4,632 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $235K.
  • iShares Short Maturity Bond ETF made up 0.1% of Integrated Advisors Network's portfolio in Q2 2026, its #194 holding.
  • Integrated Advisors Network first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Integrated Advisors Network's iShares Short Maturity Bond ETF position peaked at $3.05M in Q4 2022.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.