AWM
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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
Q2 		$82.5K Sell
1,628
-4,094
-72% -$208K ﹤0.01% 1964
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

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

AE Wealth Management's NEAR Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 72% in Q2 2026, selling an estimated $208K and leaving 1,628 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

AE Wealth Management first reported a position in NEAR in Q3 2018 and has held it in 29 quarters since. The position peaked at $26.3M in Q1 2020. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • AE Wealth Management held 1,628 shares of iShares Short Maturity Bond ETF worth $82.5K as of Q2 2026.
  • AE Wealth Management sold 4,094 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $208K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1964 holding.
  • AE Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and has held it in 29 quarters since.
  • AE Wealth Management's iShares Short Maturity Bond ETF position peaked at $26.3M in Q1 2020.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.