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Allworth Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Allworth 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
Q2 		$253K Hold
5,000
– – ﹤0.01% 1351
2026
Q1 		$254K Hold
5,000
– – ﹤0.01% 1263
2025
Q4 		$256K Hold
5,000
– – ﹤0.01% 1218
2025
Q3 		$256K Hold
5,000
– – ﹤0.01% 1173
2025
Q2 		$256K Buy
+5,000
New +$254K ﹤0.01% 1083

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

Allworth Financial's NEAR Position: Q2 2026 in Review

Allworth Financial held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 5,000 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Allworth Financial first reported a position in NEAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $256K in Q3 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Allworth Financial held 5,000 shares of iShares Short Maturity Bond ETF worth $253K as of Q2 2026.
  • Allworth Financial left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1351 holding.
  • Allworth Financial first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's iShares Short Maturity Bond ETF position peaked at $256K in Q3 2025.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.