Smartleaf Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Smartleaf Asset 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	$2.35M	Hold	46,443	–	–	0.08%	227
2026 Q1	$2.36M	Sell	46,443 -6,993	-13%	-$357K	0.09%	213
2025 Q4	$2.73M	Sell	53,436 -12,830	-19%	-$657K	0.1%	175
2025 Q3	$3.4M	Buy	66,266 +66,113	+43,211%	+$3.38M	0.21%	101
2025 Q2	$7.81K	Hold	153	–	–	﹤0.01%	1907
2025 Q1	$7.78K	Hold	153	–	–	﹤0.01%	2024
2024 Q4	$7.72K	Hold	153	–	–	﹤0.01%	2091
2024 Q3	$7.85K	Hold	153	–	–	﹤0.01%	1903
2024 Q2	$7.7K	Buy	+153	New	+$7.67K	﹤0.01%	1556

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

Smartleaf Asset Management's NEAR Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 46,443 shares worth $2.35M. The position accounts for 0.08% of the portfolio, ranked #227.

Smartleaf Asset Management first reported a position in NEAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.4M in Q3 2025. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Smartleaf Asset Management held 46,443 shares of iShares Short Maturity Bond ETF worth $2.35M as of Q2 2026.
Smartleaf Asset Management left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
iShares Short Maturity Bond ETF made up 0.08% of Smartleaf Asset Management's portfolio in Q2 2026, its #227 holding.
Smartleaf Asset Management first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's iShares Short Maturity Bond ETF position peaked at $3.4M in Q3 2025.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.