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 Q2	$21.7M	Sell	439,042 -5,289	-1%	-$268K	4.28%	3
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Integrated Investment Consultants's NEAR Position: Q2 2026 in Review

Integrated Investment Consultants reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.2% in Q2 2026, selling an estimated $268K and leaving 439,042 shares worth $21.7M. The position accounts for 4.28% of the portfolio, ranked #3.

Integrated Investment Consultants first reported a position in NEAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.6M in Q1 2026. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Integrated Investment Consultants held 439,042 shares of iShares Short Maturity Bond ETF worth $21.7M as of Q2 2026.
Integrated Investment Consultants sold 5,289 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $268K.
iShares Short Maturity Bond ETF made up 4.28% of Integrated Investment Consultants's portfolio in Q2 2026, its #3 holding.
Integrated Investment Consultants first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 11 quarters since.
Integrated Investment Consultants's iShares Short Maturity Bond ETF position peaked at $22.6M in Q1 2026.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.