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Smithfield Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Smithfield Trust’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 		$431K Sell
8,471
-1,620
-16% -$82.7K 0.02% 264
2025
Q4 		$517K Hold
10,091
– – 0.02% 232
2025
Q3 		$517K Sell
10,091
-1,639
-14% -$83.7K 0.02% 230
2025
Q2 		$601K Sell
11,730
-12,577
-52% -$639K 0.03% 209
2025
Q1 		$1.24M Sell
24,307
-4,283
-15% -$217K 0.06% 131
2024
Q4 		$1.44M Sell
28,590
-3,431
-11% -$174K 0.07% 127
2024
Q3 		$1.64M Sell
32,021
-36,817
-53% -$1.87M 0.08% 120
2024
Q2 		$3.46M Hold
68,838
– – 0.18% 67
2024
Q1 		$3.47M Sell
68,838
-11,995
-15% -$605K 0.18% 74
2023
Q4 		$4.08M Sell
80,833
-21,194
-21% -$1.06M 0.23% 63
2023
Q3 		$5.09M Sell
102,027
-2,192
-2% -$109K 0.31% 50
2023
Q2 		$5.18M Sell
104,219
-592
-0.6% -$29.4K 0.31% 48
2023
Q1 		$5.2M Sell
104,811
-25,401
-20% -$1.26M 0.33% 45
2022
Q4 		$6.42M Sell
130,212
-8,439
-6% -$415K 0.43% 40
2022
Q3 		$6.83M Sell
138,651
-49,084
-26% -$2.42M 0.49% 37
2022
Q2 		$9.25M Sell
187,735
-4,845
-3% -$239K 0.65% 29
2022
Q1 		$9.55M Sell
192,580
-9,728
-5% -$484K 0.61% 32
2021
Q4 		$10.1M Sell
202,308
-2,862
-1% -$143K 0.63% 28
2021
Q3 		$10.3M Sell
205,170
-9,955
-5% -$499K 0.68% 24
2021
Q2 		$10.8M Sell
215,125
-38,278
-15% -$1.92M 0.72% 23
2021
Q1 		$12.7M Sell
253,403
-191,689
-43% -$9.62M 0.88% 19
2020
Q4 		$22.3M Sell
445,092
-70,122
-14% -$3.52M 1.62% 15
2020
Q3 		$25.8M Sell
515,214
-115,600
-18% -$5.79M 2.1% 11
2020
Q2 		$31.5M Sell
630,814
-637,318
-50% -$31.5M 2.84% 8
2020
Q1 		$61.5M Sell
1,268,132
-195,516
-13% -$9.74M 6.44% 3
2019
Q4 		$73.5M Buy
1,463,648
+21,369
+1% +$1.07M 6.83% 2
2019
Q3 		$72.6M Buy
1,442,279
+269,048
+23% +$13.5M 7.2% 2
2019
Q2 		$59M Buy
1,173,231
+119,745
+11% +$6.01M 6.11% 2
2019
Q1 		$52.9M Buy
1,053,486
+235,704
+29% +$11.8M 5.73% 3
2018
Q4 		$40.8M Buy
817,782
+585,432
+252% +$29.3M 4.75% 4
2018
Q3 		$11.7M Buy
+232,350
New +$11.7M 1.26% 18

Other funds holding NEAR

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Smithfield Trust's NEAR Position: Q1 2026 in Review

Smithfield Trust reduced its iShares Short Maturity Bond ETF (NEAR) stake by 16% in Q1 2026, selling an estimated $82.7K and leaving 8,471 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #264.

Smithfield Trust first reported a position in NEAR in Q3 2018 and has held it in 31 quarters since. The position peaked at $73.5M in Q4 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Smithfield Trust held 8,471 shares of iShares Short Maturity Bond ETF worth $431K as of Q1 2026.
  • Smithfield Trust sold 1,620 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $82.7K.
  • iShares Short Maturity Bond ETF made up 0.02% of Smithfield Trust's portfolio in Q1 2026, its #264 holding.
  • Smithfield Trust first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and has held it in 31 quarters since.
  • Smithfield Trust's iShares Short Maturity Bond ETF position peaked at $73.5M in Q4 2019.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.