AA
NEAR icon

Ancora Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ancora Advisors’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 		$450K Sell
8,861
-905
-9% -$46.2K 0.01% 544
2025
Q4 		$499K Sell
9,766
-3,974
-29% -$203K 0.01% 541
2025
Q3 		$705K Hold
13,740
– – 0.01% 485
2025
Q2 		$702K Sell
13,740
-1,970
-13% -$100K 0.01% 469
2025
Q1 		$799K Buy
15,710
+58
+0.4% +$2.94K 0.02% 434
2024
Q4 		$790K Sell
15,652
-886
-5% -$44.9K 0.02% 446
2024
Q3 		$847K Sell
16,538
-82
-0.5% -$4.17K 0.02% 420
2024
Q2 		$836K Sell
16,620
-306
-2% -$15.3K 0.02% 410
2024
Q1 		$854K Sell
16,926
-1,861
-10% -$93.9K 0.02% 419
2023
Q4 		$949K Buy
18,787
+186
+1% +$9.31K 0.02% 386
2023
Q3 		$928K Sell
18,601
-687
-4% -$34.2K 0.02% 367
2023
Q2 		$959K Sell
19,288
-589
-3% -$29.2K 0.03% 355
2023
Q1 		$986K Sell
19,877
-1,471
-7% -$72.8K 0.03% 355
2022
Q4 		$1.05M Sell
21,348
-4,696
-18% -$231K 0.03% 348
2022
Q3 		$1.28M Sell
26,044
-396
-1% -$19.5K 0.04% 311
2022
Q2 		$1.3M Sell
26,440
-3,200
-11% -$158K 0.04% 319
2022
Q1 		$1.47M Sell
29,640
-2,840
-9% -$141K 0.04% 334
2021
Q4 		$1.62M Buy
32,480
+8,900
+38% +$445K 0.04% 314
2021
Q3 		$1.18M Buy
23,580
+430
+2% +$21.6K 0.03% 360
2021
Q2 		$1.16M Sell
23,150
-4,778
-17% -$240K 0.03% 369
2021
Q1 		$1.4M Sell
27,928
-3,588
-11% -$180K 0.04% 315
2020
Q4 		$1.58M Buy
31,516
+6,200
+24% +$311K 0.05% 286
2020
Q3 		$1.27M Buy
25,316
+7,696
+44% +$385K 0.05% 283
2020
Q2 		$881K Buy
17,620
+13,120
+292% +$649K 0.04% 336
2020
Q1 		$218K Sell
4,500
-22,500
-83% -$1.12M 0.01% 633
2019
Q4 		$1.36M Buy
+27,000
New +$1.36M 0.05% 306

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

Ancora Advisors's NEAR Position: Q1 2026 in Review

Ancora Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 9.3% in Q1 2026, selling an estimated $46.2K and leaving 8,861 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #544.

Ancora Advisors first reported a position in NEAR in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.62M in Q4 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Ancora Advisors held 8,861 shares of iShares Short Maturity Bond ETF worth $450K as of Q1 2026.
  • Ancora Advisors sold 905 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $46.2K.
  • iShares Short Maturity Bond ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #544 holding.
  • Ancora Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Ancora Advisors's iShares Short Maturity Bond ETF position peaked at $1.62M in Q4 2021.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.