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Ameritas Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-911
Closed -$46.5K – 2634
2025
Q2 		$46.5K Buy
+911
New +$46.3K ﹤0.01% 1342
2023
Q2 		– Sell
-2,453
Closed -$122K – 1832
2023
Q1 		$122K Buy
+2,453
New +$121K 0.01% 928

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameritas Advisory Services's NEAR Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 911 shares — an estimated $46.5K sold.

Ameritas Advisory Services first reported a position in NEAR in Q1 2023 and held it in 2 quarters. The position peaked at $122K in Q1 2023. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • Ameritas Advisory Services reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 911 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $46.5K.
  • Ameritas Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's iShares Short Maturity Bond ETF position peaked at $122K in Q1 2023.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.