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 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

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

Summit Financial's NEAR Position: Q1 2026 in Review

Summit Financial reduced its iShares Short Maturity Bond ETF (NEAR) stake by 21% in Q1 2026, selling an estimated $2.12M and leaving 156,551 shares worth $7.96M. The position accounts for 0.1% of the portfolio, ranked #202.

Summit Financial first reported a position in NEAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $36.6M in Q1 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Summit Financial held 156,551 shares of iShares Short Maturity Bond ETF worth $7.96M as of Q1 2026.
Summit Financial sold 41,608 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $2.12M.
iShares Short Maturity Bond ETF made up 0.1% of Summit Financial's portfolio in Q1 2026, its #202 holding.
Summit Financial first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 5 quarters since.
Summit Financial's iShares Short Maturity Bond ETF position peaked at $36.6M in Q1 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.