Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Cambridge Investment Research 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
Q2 		$43.8M Sell
865,349
-201,735
-19% -$10.2M 0.1% 201
2026
Q1 		$54.2M Buy
1,067,084
+78,524
+8% +$4.01M 0.14% 136
2025
Q4 		$50.5M Buy
988,560
+98,340
+11% +$5.03M 0.13% 143
2025
Q3 		$45.6M Buy
890,220
+76,153
+9% +$3.89M 0.13% 150
2025
Q2 		$41.6M Buy
814,067
+109,514
+16% +$5.56M 0.13% 146
2025
Q1 		$35.8M Buy
704,553
+171,142
+32% +$8.67M 0.12% 161
2024
Q4 		$26.9M Buy
533,411
+43,613
+9% +$2.21M 0.09% 217
2024
Q3 		$25.1M Buy
489,798
+38,036
+8% +$1.93M 0.09% 231
2024
Q2 		$22.7M Sell
451,762
-9,447
-2% -$474K 0.08% 223
2024
Q1 		$23.3M Buy
461,209
+116,026
+34% +$5.85M 0.09% 214
2023
Q4 		$17.4M Buy
345,183
+26,601
+8% +$1.33M 0.07% 260
2023
Q3 		$15.9M Sell
318,582
-49,878
-14% -$2.48M 0.07% 256
2023
Q2 		$18.3M Sell
368,460
-255,800
-41% -$12.7M 0.08% 239
2023
Q1 		$31M Sell
624,260
-16,743
-3% -$829K 0.15% 134
2022
Q4 		$31.6M Sell
641,003
-2,418
-0.4% -$119K 0.16% 122
2022
Q3 		$31.7M Sell
643,421
-21,223
-3% -$1.05M 0.18% 104
2022
Q2 		$32.7M Buy
664,644
+496,096
+294% +$24.5M 0.18% 109
2022
Q1 		$8.36M Sell
168,548
-9,020
-5% -$449K 0.04% 445
2021
Q4 		$8.87M Sell
177,568
-16,892
-9% -$845K 0.04% 420
2021
Q3 		$9.75M Sell
194,460
-38,831
-17% -$1.95M 0.05% 362
2021
Q2 		$11.7M Sell
233,291
-34,641
-13% -$1.74M 0.06% 327
2021
Q1 		$13.4M Sell
267,932
-50,007
-16% -$2.51M 0.07% 258
2020
Q4 		$16M Sell
317,939
-36,376
-10% -$1.82M 0.09% 209
2020
Q3 		$17.8M Sell
354,315
-2,569
-0.7% -$129K 0.12% 179
2020
Q2 		$17.8M Buy
356,884
+16,491
+5% +$815K 0.13% 160
2020
Q1 		$16.5M Sell
340,393
-50,213
-13% -$2.5M 0.16% 137
2019
Q4 		$19.6M Sell
390,606
-5,066
-1% -$255K 0.15% 142
2019
Q3 		$19.9M Buy
395,672
+74,709
+23% +$3.76M 0.17% 120
2019
Q2 		$16.2M Buy
320,963
+144,765
+82% +$7.27M 0.15% 147
2019
Q1 		$8.85M Buy
176,198
+82,424
+88% +$4.13M 0.08% 232
2018
Q4 		$4.67M Buy
93,774
+30,772
+49% +$1.54M 0.05% 347
2018
Q3 		$3.16M Buy
63,002
+40,534
+180% +$2.03M 0.03% 511
2018
Q2 		$1.13M Sell
22,468
-7,557
-25% -$379K 0.01% 914
2018
Q1 		$1.51M Buy
30,025
+3,389
+13% +$170K 0.02% 733
2017
Q4 		$1.33M Buy
26,636
+1,858
+7% +$93.3K 0.02% 767
2017
Q3 		$1.25M Buy
24,778
+13,351
+117% +$671K 0.02% 735
2017
Q2 		$574K Sell
11,427
-1,105
-9% -$55.5K 0.01% 1109
2017
Q1 		$630K Buy
12,532
+4,447
+55% +$223K 0.01% 958
2016
Q4 		$406K Buy
8,085
+899
+13% +$45.1K 0.01% 1119
2016
Q3 		$361K Buy
7,186
+858
+14% +$43K 0.01% 1201
2016
Q2 		$317K Sell
6,328
-31
-0.5% -$1.55K 0.01% 1148
2016
Q1 		$318K Sell
6,359
-1,446
-19% -$72.3K 0.01% 1139
2015
Q4 		$390K Buy
7,805
+1,117
+17% +$55.9K 0.01% 992
2015
Q3 		$335K Buy
+6,688
New +$335K 0.01% 977

Other funds holding NEAR

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Cambridge Investment Research Advisors's NEAR Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 19% in Q2 2026, selling an estimated $10.2M and leaving 865,349 shares worth $43.8M. The position accounts for 0.1% of the portfolio, ranked #201.

Cambridge Investment Research Advisors first reported a position in NEAR in Q3 2015 and has held it in 44 quarters since. The position peaked at $54.2M in Q1 2026. 182 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Cambridge Investment Research Advisors held 865,349 shares of iShares Short Maturity Bond ETF worth $43.8M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 201,735 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $10.2M.
  • iShares Short Maturity Bond ETF made up 0.1% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #201 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2015 and has held it in 44 quarters since.
  • Cambridge Investment Research Advisors's iShares Short Maturity Bond ETF position peaked at $54.2M in Q1 2026.
  • 182 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.