Cerity Partners
NEAR icon

Cerity Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Cerity Partners’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 		$448K Sell
8,854
-610
-6% -$30.9K ﹤0.01% 2501
2026
Q1 		$481K Sell
9,464
-1,146
-11% -$58.5K ﹤0.01% 2313
2025
Q4 		$542K Buy
10,610
+610
+6% +$31.2K ﹤0.01% 2046
2025
Q3 		$513K Sell
10,000
-1,200
-11% -$61.3K ﹤0.01% 1953
2025
Q2 		$572K Hold
11,200
– – ﹤0.01% 1799
2025
Q1 		$570K Hold
11,200
– – ﹤0.01% 1689
2024
Q4 		$566K Sell
11,200
-313
-3% -$15.9K ﹤0.01% 1694
2024
Q3 		$590K Hold
11,513
– – ﹤0.01% 1680
2024
Q2 		$579K Sell
11,513
-3,000
-21% -$150K ﹤0.01% 1476
2024
Q1 		$732K Sell
14,513
-1,500
-9% -$75.7K ﹤0.01% 1422
2023
Q4 		$809K Sell
16,013
-4,487
-22% -$225K ﹤0.01% 1063
2023
Q3 		$1.02M Sell
20,500
-313
-2% -$15.6K 0.01% 751
2023
Q2 		$1.03M Sell
20,813
-17,911
-46% -$889K ﹤0.01% 919
2023
Q1 		$1.92M Buy
38,724
+22,000
+132% +$1.09M ﹤0.01% 736
2022
Q4 		$824K Buy
+16,724
New +$822K 0.01% 756

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners's NEAR Position: Q2 2026 in Review

Cerity Partners reduced its iShares Short Maturity Bond ETF (NEAR) stake by 6.4% in Q2 2026, selling an estimated $30.9K and leaving 8,854 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

Cerity Partners first reported a position in NEAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q1 2023. 389 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Cerity Partners held 8,854 shares of iShares Short Maturity Bond ETF worth $448K as of Q2 2026.
  • Cerity Partners sold 610 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $30.9K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2501 holding.
  • Cerity Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's iShares Short Maturity Bond ETF position peaked at $1.92M in Q1 2023.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.