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

Leavell 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	$1.33M	Buy	26,205 +1,000	+4%	+$50.7K	0.05%	280
2026 Q1	$1.28M	Hold	25,205	–	–	0.05%	275
2025 Q4	$1.29M	Hold	25,205	–	–	0.05%	268
2025 Q3	$1.29M	Buy	25,205 +1,990	+9%	+$102K	0.05%	273
2025 Q2	$1.19M	Buy	23,215 +4,600	+25%	+$234K	0.05%	277
2025 Q1	$947K	Buy	18,615 +500	+3%	+$25.3K	0.05%	291
2024 Q4	$915K	Buy	18,115 +11,200	+162%	+$568K	0.04%	287
2024 Q3	$354K	Buy	+6,915	New	+$351K	0.02%	445

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Leavell Investment Management's NEAR Position: Q2 2026 in Review

Leavell Investment Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 4% in Q2 2026, buying an estimated $50.7K and bringing the position to 26,205 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #280.

Leavell Investment Management first reported a position in NEAR in Q3 2024 and has held it in 8 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Leavell Investment Management held 26,205 shares of iShares Short Maturity Bond ETF worth $1.33M as of Q2 2026.
Leavell Investment Management bought 1,000 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $50.7K.
iShares Short Maturity Bond ETF made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #280 holding.
Leavell Investment Management first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and has held it in 8 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.