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 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Luken Investment Analytics's NEAR Position: Q1 2026 in Review

Luken Investment Analytics increased its iShares Short Maturity Bond ETF (NEAR) stake by 201% in Q1 2026, buying an estimated $739K and bringing the position to 21,656 shares worth $1.1M. The position accounts for 0.42% of the portfolio, ranked #29.

Luken Investment Analytics first reported a position in NEAR in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.5M in Q4 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Luken Investment Analytics held 21,656 shares of iShares Short Maturity Bond ETF worth $1.1M as of Q1 2026.
Luken Investment Analytics bought 14,469 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $739K.
iShares Short Maturity Bond ETF made up 0.42% of Luken Investment Analytics's portfolio in Q1 2026, its #29 holding.
Luken Investment Analytics first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 15 quarters since.
Luken Investment Analytics's iShares Short Maturity Bond ETF position peaked at $1.5M in Q4 2020.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.