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Integrated Investment Consultants’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Integrated Investment Consultants’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 		$22.6M Buy
444,331
+39,857
+10% +$2.04M 4.79% 2
2025
Q4 		$20.7M Buy
404,474
+50,491
+14% +$2.58M 4.05% 4
2025
Q3 		$18.2M Buy
353,983
+36,180
+11% +$1.85M 3.08% 5
2025
Q2 		$16.2M Buy
317,803
+60,556
+24% +$3.08M 3.19% 4
2025
Q1 		$13.1M Buy
257,247
+82,342
+47% +$4.17M 2.61% 7
2024
Q4 		$8.83M Buy
174,905
+75,063
+75% +$3.81M 1.82% 11
2024
Q3 		$5.12M Buy
99,842
+91,979
+1,170% +$4.67M 1.11% 20
2024
Q2 		$397K Hold
7,863
– – 0.11% 159
2024
Q1 		$397K Buy
7,863
+714
+10% +$36K 0.11% 159
2023
Q4 		$361K Buy
+7,149
New +$358K 0.11% 162

Other funds holding NEAR

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Investment Consultants's NEAR Position: Q1 2026 in Review

Integrated Investment Consultants increased its iShares Short Maturity Bond ETF (NEAR) stake by 9.9% in Q1 2026, buying an estimated $2.04M and bringing the position to 444,331 shares worth $22.6M. The position accounts for 4.79% of the portfolio, ranked #2.

Integrated Investment Consultants first reported a position in NEAR in Q4 2023 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Integrated Investment Consultants held 444,331 shares of iShares Short Maturity Bond ETF worth $22.6M as of Q1 2026.
  • Integrated Investment Consultants bought 39,857 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $2.04M.
  • iShares Short Maturity Bond ETF made up 4.79% of Integrated Investment Consultants's portfolio in Q1 2026, its #2 holding.
  • Integrated Investment Consultants first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.