Summit Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Summit Financial’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	$6.64M	Sell	131,104 -25,447	-16%	-$1.29M	0.07%	270
2026 Q1	$7.96M	Sell	156,551 -41,608	-21%	-$2.12M	0.1%	202
2025 Q4	$10.1M	Sell	198,159 -162,401	-45%	-$8.31M	0.15%	127
2025 Q3	$18.5M	Sell	360,560 -349,147	-49%	-$17.8M	0.28%	64
2025 Q2	$36.3M	Sell	709,707 -8,804	-1%	-$447K	0.82%	21
2025 Q1	$36.6M	Buy	+718,511	New	+$36.4M	1.02%	14

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

Summit Financial's NEAR Position: Q2 2026 in Review

Summit Financial reduced its iShares Short Maturity Bond ETF (NEAR) stake by 16% in Q2 2026, selling an estimated $1.29M and leaving 131,104 shares worth $6.64M. The position accounts for 0.07% of the portfolio, ranked #270.

Summit Financial first reported a position in NEAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.6M in Q1 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Summit Financial held 131,104 shares of iShares Short Maturity Bond ETF worth $6.64M as of Q2 2026.
Summit Financial sold 25,447 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.29M.
iShares Short Maturity Bond ETF made up 0.07% of Summit Financial's portfolio in Q2 2026, its #270 holding.
Summit Financial first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial's iShares Short Maturity Bond ETF position peaked at $36.6M in Q1 2025.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.