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Intrua Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Intrua Financial’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 		$343K Hold
6,752
– – 0.04% 336
2025
Q4 		$345K Hold
6,752
– – 0.04% 333
2025
Q3 		$346K Hold
6,752
– – 0.04% 321
2025
Q2 		$345K Buy
6,752
+306
+5% +$15.5K 0.05% 264
2025
Q1 		$328K Sell
6,446
-625
-9% -$31.7K 0.05% 263
2024
Q4 		$357K Hold
7,071
– – 0.05% 248
2024
Q3 		$362K Hold
7,071
– – 0.05% 278
2024
Q2 		$356K Hold
7,071
– – 0.05% 281
2024
Q1 		$357K Sell
7,071
-380
-5% -$19.2K 0.05% 291
2023
Q4 		$376K Hold
7,451
– – 0.06% 272
2023
Q3 		$372K Sell
7,451
-1,800
-19% -$89.5K 0.06% 239
2023
Q2 		$460K Sell
9,251
-1,387
-13% -$68.8K 0.08% 213
2023
Q1 		$528K Sell
10,638
-1,821
-15% -$90.2K 0.11% 174
2022
Q4 		$617K Sell
12,459
-2,036
-14% -$100K 0.14% 155
2022
Q3 		$714K Sell
14,495
-4,010
-22% -$198K 0.19% 120
2022
Q2 		$912K Hold
18,505
– – 0.19% 117
2022
Q1 		$917K Sell
18,505
-3,041
-14% -$151K 0.16% 128
2021
Q4 		$1.08M Sell
21,546
-3,275
-13% -$164K 0.19% 118
2021
Q3 		$1.24M Sell
24,821
-325
-1% -$16.3K 0.23% 100
2021
Q2 		$1.26M Sell
25,146
-2,126
-8% -$107K 0.3% 75
2021
Q1 		$1.37M Buy
+27,272
New +$1.37M 0.35% 60

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

Intrua Financial's NEAR Position: Q1 2026 in Review

Intrua Financial held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 6,752 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #336.

Intrua Financial first reported a position in NEAR in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.37M in Q1 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Intrua Financial held 6,752 shares of iShares Short Maturity Bond ETF worth $343K as of Q1 2026.
  • Intrua Financial left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
  • iShares Short Maturity Bond ETF made up 0.04% of Intrua Financial's portfolio in Q1 2026, its #336 holding.
  • Intrua Financial first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Intrua Financial's iShares Short Maturity Bond ETF position peaked at $1.37M in Q1 2021.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.