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International Assets Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

International Assets Investment Management’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 		$498K Sell
9,866
-2,777
-22% -$141K 0.03% 491
2026
Q1 		$640K Buy
12,643
+2,426
+24% +$124K 0.04% 370
2025
Q4 		$522K Buy
+10,217
New +$523K 0.04% 435
2024
Q4 		– Sell
-25,211
Closed -$649 – 1472
2024
Q3 		$649 Buy
25,211
+24,891
+7,778% +$1.27M ﹤0.01% 1275
2024
Q2 		$16.1K Buy
+320
New +$16.1K ﹤0.01% 1526
2023
Q4 		– Sell
-5,370
Closed -$263K – 809
2023
Q3 		$263K Buy
+5,370
New +$267K 0.04% 411
2023
Q2 		– Sell
-5,358
Closed -$261K – 727
2023
Q1 		$261K Sell
5,358
-346
-6% -$17.1K 0.04% 400
2022
Q4 		$281K Buy
5,704
+878
+18% +$43.2K 0.03% 498
2022
Q3 		$238K Buy
4,826
+2
+0% +$99 0.05% 330
2022
Q2 		$238 Buy
4,824
+1
+0% +$49 0.02% 347
2022
Q1 		$239K Hold
4,823
– – 0.04% 378
2021
Q4 		$241K Sell
4,823
-717
-13% -$35.9K 0.04% 404
2021
Q3 		$278K Sell
5,540
-500
-8% -$25.1K 0.05% 351
2021
Q2 		$289K Sell
6,040
-9,690
-62% -$486K 0.05% 339
2021
Q1 		$696K Buy
15,730
+8,585
+120% +$431K 0.06% 271
2020
Q4 		$317K Buy
7,145
+978
+16% +$49K 0.06% 278
2020
Q3 		$313K Sell
6,167
-5,279
-46% -$264K 0.08% 234
2020
Q2 		$577K Sell
11,446
-3,000
-21% -$148K 0.14% 145
2020
Q1 		$713K Buy
+14,446
New +$720K 0.22% 93

Other funds holding NEAR

CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

International Assets Investment Management's NEAR Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 22% in Q2 2026, selling an estimated $141K and leaving 9,866 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #491.

International Assets Investment Management first reported a position in NEAR in Q1 2020 and has held it in 19 quarters since. The position peaked at $713K in Q1 2020. 332 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • International Assets Investment Management held 9,866 shares of iShares Short Maturity Bond ETF worth $498K as of Q2 2026.
  • International Assets Investment Management sold 2,777 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $141K.
  • iShares Short Maturity Bond ETF made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #491 holding.
  • International Assets Investment Management first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • International Assets Investment Management's iShares Short Maturity Bond ETF position peaked at $713K in Q1 2020.
  • 332 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.