Integrity Alliance’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Integrity Alliance’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	$7.7M	Buy	151,455 +5,712	+4%	+$292K	0.29%	77
2025 Q4	$7.45M	Buy	145,743 +263	+0.2%	+$13.5K	0.27%	90
2025 Q3	$7.46M	Buy	145,480 +10,276	+8%	+$525K	0.35%	69
2025 Q2	$6.91M	Sell	135,204 -52,754	-28%	-$2.68M	0.38%	66
2025 Q1	$9.56M	Buy	187,958 +44,301	+31%	+$2.24M	0.38%	64
2024 Q4	$7.25M	Buy	+143,657	New	+$7.28M	0.79%	37

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

Integrity Alliance's NEAR Position: Q1 2026 in Review

Integrity Alliance increased its iShares Short Maturity Bond ETF (NEAR) stake by 3.9% in Q1 2026, buying an estimated $292K and bringing the position to 151,455 shares worth $7.7M. The position accounts for 0.29% of the portfolio, ranked #77.

Integrity Alliance first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.56M in Q1 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Integrity Alliance held 151,455 shares of iShares Short Maturity Bond ETF worth $7.7M as of Q1 2026.
Integrity Alliance bought 5,712 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $292K.
iShares Short Maturity Bond ETF made up 0.29% of Integrity Alliance's portfolio in Q1 2026, its #77 holding.
Integrity Alliance first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 6 quarters since.
Integrity Alliance's iShares Short Maturity Bond ETF position peaked at $9.56M in Q1 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.