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AE Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

AE Wealth 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
Q1 		$291K Sell
5,722
-13,502
-70% -$689K ﹤0.01% 1396
2025
Q4 		$982K Buy
19,224
+12,478
+185% +$639K 0.01% 808
2025
Q3 		$346K Buy
6,746
+5,723
+559% +$292K ﹤0.01% 1122
2025
Q2 		$52.3K Buy
1,023
+218
+27% +$11.1K ﹤0.01% 1598
2025
Q1 		$41K Sell
805
-53
-6% -$2.69K ﹤0.01% 1612
2024
Q4 		$43.3K Buy
+858
New +$43.5K ﹤0.01% 1579
2024
Q1 		– Sell
-71,358
Closed -$3.62M – 1690
2023
Q4 		$3.62M Buy
71,358
+38,981
+120% +$1.95M 0.02% 699
2023
Q3 		$1.62M Buy
32,377
+8,464
+35% +$421K 0.01% 923
2023
Q2 		$1.19M Sell
23,913
-14,858
-38% -$737K 0.01% 1027
2023
Q1 		$1.92M Sell
38,771
-28,179
-42% -$1.4M 0.01% 821
2022
Q4 		$3.3M Sell
66,950
-19,327
-22% -$950K 0.02% 587
2022
Q3 		$4.25M Buy
86,277
+2,073
+2% +$102K 0.03% 466
2022
Q2 		$4.15M Buy
84,204
+38,718
+85% +$1.91M 0.03% 441
2022
Q1 		$2.25M Sell
45,486
-53,071
-54% -$2.64M 0.02% 674
2021
Q4 		$4.92M Buy
98,557
+70,507
+251% +$3.53M 0.03% 419
2021
Q3 		$1.41M Buy
28,050
+2,531
+10% +$127K 0.01% 767
2021
Q2 		$1.28M Sell
25,519
-31,195
-55% -$1.57M 0.01% 756
2021
Q1 		$2.85M Buy
56,714
+5,082
+10% +$255K 0.03% 470
2020
Q4 		$2.59M Sell
51,632
-42,894
-45% -$2.15M 0.03% 426
2020
Q3 		$4.74M Sell
94,526
-5,380
-5% -$269K 0.07% 244
2020
Q2 		$5M Sell
99,906
-441,999
-82% -$21.9M 0.08% 220
2020
Q1 		$26.3M Buy
541,905
+88,042
+19% +$4.39M 0.6% 32
2019
Q4 		$22.8M Buy
453,863
+10,255
+2% +$516K 0.49% 42
2019
Q3 		$22.3M Buy
443,608
+62,501
+16% +$3.14M 0.65% 31
2019
Q2 		$19.2M Buy
381,107
+304,037
+394% +$15.3M 0.58% 38
2019
Q1 		$3.87M Buy
77,070
+71,796
+1,361% +$3.59M 0.27% 79
2018
Q4 		$263K Sell
5,274
-1,461
-22% -$73.1K 0.05% 376
2018
Q3 		$338K Buy
+6,735
New +$338K 0.02% 414

Other funds holding NEAR

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's NEAR Position: Q1 2026 in Review

AE Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 70% in Q1 2026, selling an estimated $689K and leaving 5,722 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

AE Wealth Management first reported a position in NEAR in Q3 2018 and has held it in 28 quarters since. The position peaked at $26.3M in Q1 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • AE Wealth Management held 5,722 shares of iShares Short Maturity Bond ETF worth $291K as of Q1 2026.
  • AE Wealth Management sold 13,502 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $689K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1396 holding.
  • AE Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and has held it in 28 quarters since.
  • AE Wealth Management's iShares Short Maturity Bond ETF position peaked at $26.3M in Q1 2020.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.