Level Four Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Level Four Advisory Services’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	$6.57M	Buy	129,603 +4,881	+4%	+$247K	0.19%	148
2026 Q1	$6.34M	Buy	124,722 +330	+0.3%	+$16.9K	0.21%	136
2025 Q4	$6.36M	Buy	+124,392	New	+$6.37M	0.21%	124
2020 Q3	–	Sell	-9,932	Closed	-$502K	–	572
2020 Q2	$502K	Sell	9,932 -1,601	-14%	-$79.1K	0.04%	364
2020 Q1	$560K	Buy	11,533 +735	+7%	+$36.6K	0.07%	301
2019 Q4	$546K	Buy	10,798 +6,616	+158%	+$333K	0.02%	368
2019 Q3	$211K	Sell	4,182 -19	-0.5%	-$955	0.02%	469
2019 Q2	$211K	Buy	+4,201	New	+$211K	0.02%	497
2018 Q3	–	Sell	-68,968	Closed	-$3.46M	–	611
2018 Q2	$3.46M	Sell	68,968 -1,154	-2%	-$57.9K	0.25%	90
2018 Q1	$3.52M	Buy	70,122 +2,003	+3%	+$100K	0.27%	86
2017 Q4	$3.41M	Buy	68,119 +14,062	+26%	+$706K	0.27%	84
2017 Q3	$2.72M	Buy	54,057 +197	+0.4%	+$9.9K	0.24%	87
2017 Q2	$2.7M	Hold	53,860	–	–	0.42%	62
2017 Q1	$2.7M	Buy	53,860 +7,418	+16%	+$372K	0.28%	84
2016 Q4	$2.33M	Buy	+46,442	New	+$2.33M	0.3%	66

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

Level Four Advisory Services's NEAR Position: Q2 2026 in Review

Level Four Advisory Services increased its iShares Short Maturity Bond ETF (NEAR) stake by 3.9% in Q2 2026, buying an estimated $247K and bringing the position to 129,603 shares worth $6.57M. The position accounts for 0.19% of the portfolio, ranked #148.

Level Four Advisory Services first reported a position in NEAR in Q4 2016 and has held it in 15 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Level Four Advisory Services held 129,603 shares of iShares Short Maturity Bond ETF worth $6.57M as of Q2 2026.
Level Four Advisory Services bought 4,881 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $247K.
iShares Short Maturity Bond ETF made up 0.19% of Level Four Advisory Services's portfolio in Q2 2026, its #148 holding.
Level Four Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and has held it in 15 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.