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Landaas & Company’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Landaas & Company’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 		$3.03M Buy
59,768
+37,414
+167% +$1.9M 0.55% 17
2026
Q1 		$1.14M Buy
22,354
+11,707
+110% +$598K 0.25% 36
2025
Q4 		$544K Buy
+10,647
New +$545K 0.12% 57

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

Landaas & Company's NEAR Position: Q2 2026 in Review

Landaas & Company increased its iShares Short Maturity Bond ETF (NEAR) stake by 167% in Q2 2026, buying an estimated $1.9M and bringing the position to 59,768 shares worth $3.03M. The position accounts for 0.55% of the portfolio, ranked #17.

Landaas & Company first reported a position in NEAR in Q4 2025 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Landaas & Company held 59,768 shares of iShares Short Maturity Bond ETF worth $3.03M as of Q2 2026.
  • Landaas & Company bought 37,414 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.9M.
  • iShares Short Maturity Bond ETF made up 0.55% of Landaas & Company's portfolio in Q2 2026, its #17 holding.
  • Landaas & Company first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.