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 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

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

CCA

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

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

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Integrated Advisors Network's NEAR Position: Q1 2026 in Review

Integrated Advisors Network reduced its iShares Short Maturity Bond ETF (NEAR) stake by 4.3% in Q1 2026, selling an estimated $90K and leaving 39,492 shares worth $2.01M. The position accounts for 0.11% of the portfolio, ranked #198.

Integrated Advisors Network first reported a position in NEAR in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.05M in Q4 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Integrated Advisors Network held 39,492 shares of iShares Short Maturity Bond ETF worth $2.01M as of Q1 2026.
Integrated Advisors Network sold 1,762 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $90K.
iShares Short Maturity Bond ETF made up 0.11% of Integrated Advisors Network's portfolio in Q1 2026, its #198 holding.
Integrated Advisors Network first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 17 quarters since.
Integrated Advisors Network's iShares Short Maturity Bond ETF position peaked at $3.05M in Q4 2022.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.