Unified Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Unified Investment 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	$2.1M	Buy	41,415 +23	+0.1%	+$1.17K	1.93%	6
2026 Q1	$2.1M	Buy	41,392 +31	+0.1%	+$1.58K	2.15%	4
2025 Q4	$2.11M	Sell	41,361 -67	-0.2%	-$3.43K	2.12%	6
2025 Q3	$2.12M	Sell	41,428 -463	-1%	-$23.7K	2.12%	6
2025 Q2	$2.14M	Buy	41,891 +13	+0%	+$660	2.29%	5
2025 Q1	$2.13M	Sell	41,878 -2,170	-5%	-$110K	2.52%	4
2024 Q4	$2.22M	Buy	+44,048	New	+$2.23M	2.53%	5

Other funds holding NEAR

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Unified Investment Management's NEAR Position: Q2 2026 in Review

Unified Investment Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.06% in Q2 2026, buying an estimated $1.17K and bringing the position to 41,415 shares worth $2.1M. The position accounts for 1.93% of the portfolio, ranked #6.

Unified Investment Management first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q4 2024. 195 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Unified Investment Management held 41,415 shares of iShares Short Maturity Bond ETF worth $2.1M as of Q2 2026.
Unified Investment Management bought 23 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.17K.
iShares Short Maturity Bond ETF made up 1.93% of Unified Investment Management's portfolio in Q2 2026, its #6 holding.
Unified Investment Management first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Unified Investment Management's iShares Short Maturity Bond ETF position peaked at $2.22M in Q4 2024.
195 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.