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Lane Brothers & Co’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Lane Brothers & Co’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 		$865K Sell
17,070
-606
-3% -$30.7K 0.57% 33
2026
Q1 		$899K Buy
17,676
+260
+1% +$13.3K 0.65% 27
2025
Q4 		$890K Buy
+17,416
New +$892K 0.64% 31

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

Lane Brothers & Co's NEAR Position: Q2 2026 in Review

Lane Brothers & Co reduced its iShares Short Maturity Bond ETF (NEAR) stake by 3.4% in Q2 2026, selling an estimated $30.7K and leaving 17,070 shares worth $865K. The position accounts for 0.57% of the portfolio, ranked #33.

Lane Brothers & Co first reported a position in NEAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $899K in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Lane Brothers & Co held 17,070 shares of iShares Short Maturity Bond ETF worth $865K as of Q2 2026.
  • Lane Brothers & Co sold 606 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $30.7K.
  • iShares Short Maturity Bond ETF made up 0.57% of Lane Brothers & Co's portfolio in Q2 2026, its #33 holding.
  • Lane Brothers & Co first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's iShares Short Maturity Bond ETF position peaked at $899K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.