ST
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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
Q2 		$430K Hold
8,471
– – 0.02% 273
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Smithfield Trust's NEAR Position: Q2 2026 in Review

Smithfield Trust held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 8,471 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #273.

Smithfield Trust first reported a position in NEAR in Q3 2018 and has held it in 32 quarters since. The position peaked at $73.5M in Q4 2019. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Smithfield Trust held 8,471 shares of iShares Short Maturity Bond ETF worth $430K as of Q2 2026.
  • Smithfield Trust left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.02% of Smithfield Trust's portfolio in Q2 2026, its #273 holding.
  • Smithfield Trust first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Smithfield Trust's iShares Short Maturity Bond ETF position peaked at $73.5M in Q4 2019.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.