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White Pine Capital’s iShares Short Maturity Bond ETF NEAR Stock Holding History

White Pine Capital’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 		$1.74M Sell
34,252
-3,165
-8% -$160K 0.41% 82
2026
Q1 		$1.9M Sell
37,417
-3,122
-8% -$159K 0.52% 57
2025
Q4 		$2.07M Buy
40,539
+14,574
+56% +$746K 0.57% 51
2025
Q3 		$1.33M Buy
25,965
+848
+3% +$43.3K 0.38% 76
2025
Q2 		$1.28M Buy
25,117
+8,953
+55% +$455K 0.41% 70
2025
Q1 		$822K Sell
16,164
-1,094
-6% -$55.4K 0.28% 99
2024
Q4 		$872K Sell
17,258
-2,262
-12% -$115K 0.29% 106
2024
Q3 		$1M Buy
19,520
+9,641
+98% +$490K 0.34% 88
2024
Q2 		$497K Sell
9,879
-594
-6% -$29.8K 0.19% 140
2024
Q1 		$524K Sell
10,473
-8,356
-44% -$422K 0.2% 128
2023
Q4 		$951K Sell
18,829
-8,357
-31% -$418K 0.37% 87
2023
Q3 		$1.36M Sell
27,186
-130
-0.5% -$6.47K 0.54% 55
2023
Q2 		$1.36M Sell
27,316
-8,250
-23% -$409K 0.51% 66
2023
Q1 		$1.76M Sell
35,566
-10,139
-22% -$502K 0.69% 47
2022
Q4 		$2.25M Sell
45,705
-39,725
-47% -$1.95M 0.88% 28
2022
Q3 		$4.21M Sell
85,430
-1,500
-2% -$73.9K 1.75% 8
2022
Q2 		$4.28M Sell
86,930
-53,086
-38% -$2.62M 1.68% 7
2022
Q1 		$6.94M Sell
140,016
-3,401
-2% -$169K 2.15% 6
2021
Q4 		$7.16M Sell
143,417
-10,697
-7% -$535K 2.12% 6
2021
Q3 		$7.73M Buy
154,114
+16,524
+12% +$829K 2.37% 5
2021
Q2 		$6.9M Buy
137,590
+108,672
+376% +$5.45M 2.06% 5
2021
Q1 		$1.45M Sell
28,918
-787
-3% -$39.5K 0.46% 76
2020
Q4 		$1.49M Buy
29,705
+7,225
+32% +$362K 0.53% 55
2020
Q3 		$1.13M Buy
22,480
+17,295
+334% +$866K 0.46% 61
2020
Q2 		$259K Buy
+5,185
New +$256K 0.11% 173

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

White Pine Capital's NEAR Position: Q2 2026 in Review

White Pine Capital reduced its iShares Short Maturity Bond ETF (NEAR) stake by 8.5% in Q2 2026, selling an estimated $160K and leaving 34,252 shares worth $1.74M. The position accounts for 0.41% of the portfolio, ranked #82.

White Pine Capital first reported a position in NEAR in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.73M in Q3 2021. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • White Pine Capital held 34,252 shares of iShares Short Maturity Bond ETF worth $1.74M as of Q2 2026.
  • White Pine Capital sold 3,165 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $160K.
  • iShares Short Maturity Bond ETF made up 0.41% of White Pine Capital's portfolio in Q2 2026, its #82 holding.
  • White Pine Capital first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • White Pine Capital's iShares Short Maturity Bond ETF position peaked at $7.73M in Q3 2021.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on White Pine Capital's 13F filing for Q2 2026, filed 5 Aug 2026.