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 Q2	$8.1M	Buy	159,942 +8,487	+6%	+$430K	0.25%	88
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

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

Integrity Alliance's NEAR Position: Q2 2026 in Review

Integrity Alliance increased its iShares Short Maturity Bond ETF (NEAR) stake by 5.6% in Q2 2026, buying an estimated $430K and bringing the position to 159,942 shares worth $8.1M. The position accounts for 0.25% of the portfolio, ranked #88.

Integrity Alliance first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.56M in Q1 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Integrity Alliance held 159,942 shares of iShares Short Maturity Bond ETF worth $8.1M as of Q2 2026.
Integrity Alliance bought 8,487 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $430K.
iShares Short Maturity Bond ETF made up 0.25% of Integrity Alliance's portfolio in Q2 2026, its #88 holding.
Integrity Alliance first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Integrity Alliance's iShares Short Maturity Bond ETF position peaked at $9.56M in Q1 2025.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.