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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
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

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

Landaas & Company's NEAR Position: Q1 2026 in Review

Landaas & Company increased its iShares Short Maturity Bond ETF (NEAR) stake by 110% in Q1 2026, buying an estimated $598K and bringing the position to 22,354 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #36.

Landaas & Company first reported a position in NEAR in Q4 2025 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Landaas & Company held 22,354 shares of iShares Short Maturity Bond ETF worth $1.14M as of Q1 2026.
  • Landaas & Company bought 11,707 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $598K.
  • iShares Short Maturity Bond ETF made up 0.25% of Landaas & Company's portfolio in Q1 2026, its #36 holding.
  • Landaas & Company first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Landaas & Company's 13F filing for Q1 2026, filed 30 Apr 2026.