Luken Investment Analytics’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Luken Investment Analytics’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	$987K	Sell	19,480 -2,176	-10%	-$110K	0.35%	35
2026 Q1	$1.1M	Buy	21,656 +14,469	+201%	+$739K	0.42%	29
2025 Q4	$367K	Sell	7,187 -2,754	-28%	-$141K	0.14%	43
2025 Q3	$510K	Sell	9,941 -25	-0.3%	-$1.28K	0.2%	38
2025 Q2	$509K	Buy	9,966 +2,616	+36%	+$133K	0.22%	37
2025 Q1	$374K	Buy	7,350 +3,258	+80%	+$165K	0.18%	38
2024 Q4	$207K	Sell	4,092 -4,367	-52%	-$221K	0.1%	43
2024 Q3	$433K	Buy	8,459 +1,984	+31%	+$101K	0.2%	33
2024 Q2	$326K	Buy	6,475 +5,370	+486%	+$269K	0.16%	40
2024 Q1	$55.8K	Hold	1,105	–	–	0.03%	73
2023 Q4	$55.8K	Hold	1,105	–	–	0.03%	69
2023 Q3	$55.1K	Buy	1,105 +1,005	+1,005%	+$50K	0.03%	68
2023 Q2	$4.97K	Hold	100	–	–	﹤0.01%	129
2023 Q1	$4.96K	Sell	100 -2,111	-95%	-$105K	﹤0.01%	123
2022 Q4	$109K	Buy	+2,211	New	+$109K	0.07%	51
2020 Q4	$1.5M	Buy	+29,902	New	+$1.5M	1.12%	13

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

Luken Investment Analytics's NEAR Position: Q2 2026 in Review

Luken Investment Analytics reduced its iShares Short Maturity Bond ETF (NEAR) stake by 10% in Q2 2026, selling an estimated $110K and leaving 19,480 shares worth $987K. The position accounts for 0.35% of the portfolio, ranked #35.

Luken Investment Analytics first reported a position in NEAR in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.5M in Q4 2020. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Luken Investment Analytics held 19,480 shares of iShares Short Maturity Bond ETF worth $987K as of Q2 2026.
Luken Investment Analytics sold 2,176 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $110K.
iShares Short Maturity Bond ETF made up 0.35% of Luken Investment Analytics's portfolio in Q2 2026, its #35 holding.
Luken Investment Analytics first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 16 quarters since.
Luken Investment Analytics's iShares Short Maturity Bond ETF position peaked at $1.5M in Q4 2020.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.