Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Cetera Investment Advisers’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 		$80.7M Buy
1,592,377
+178,856
+13% +$9.07M 0.07% 271
2026
Q1 		$71.9M Buy
1,413,521
+141,623
+11% +$7.23M 0.08% 255
2025
Q4 		$65M Buy
1,271,898
+154,611
+14% +$7.91M 0.07% 265
2025
Q3 		$57.3M Buy
1,117,287
+379,923
+52% +$19.4M 0.07% 277
2025
Q2 		$37.7M Buy
737,364
+174,240
+31% +$8.85M 0.06% 310
2025
Q1 		$28.6M Buy
563,124
+63,714
+13% +$3.23M 0.06% 353
2024
Q4 		$25.2M Buy
499,410
+50,795
+11% +$2.58M 0.05% 366
2024
Q3 		$23M Sell
448,615
-212,724
-32% -$10.8M 0.05% 371
2024
Q2 		$33.3M Sell
661,339
-60,733
-8% -$3.05M 0.08% 254
2024
Q1 		$36.4M Buy
722,072
+186,693
+35% +$9.42M 0.09% 234
2023
Q4 		$27M Buy
535,379
+161,041
+43% +$8.06M 0.22% 81
2023
Q3 		$18.7M Sell
374,338
-27,542
-7% -$1.37M 0.16% 125
2023
Q2 		$20M Buy
401,880
+144,866
+56% +$7.19M 0.17% 119
2023
Q1 		$12.7M Buy
257,014
+105,385
+70% +$5.22M 0.11% 170
2022
Q4 		$7.47M Buy
151,629
+11,163
+8% +$549K 0.07% 272
2022
Q3 		$6.92M Buy
140,466
+4,286
+3% +$211K 0.14% 155
2022
Q2 		$6.71M Buy
136,180
+49,749
+58% +$2.46M 0.11% 202
2022
Q1 		$4.28M Sell
86,431
-1,095
-1% -$54.5K 0.06% 315
2021
Q4 		$4.37M Sell
87,526
-1,368
-2% -$68.4K 0.06% 312
2021
Q3 		$4.46M Buy
88,894
+3,679
+4% +$184K 0.07% 287
2021
Q2 		$4.28M Sell
85,215
-7,790
-8% -$391K 0.07% 296
2021
Q1 		$4.67M Buy
93,005
+11,388
+14% +$572K 0.09% 239
2020
Q4 		$4.09M Buy
81,617
+53,530
+191% +$2.68M 0.08% 266
2020
Q3 		$1.41M Buy
28,087
+8,933
+47% +$447K 0.12% 204
2020
Q2 		$958K Buy
19,154
+1,755
+10% +$86.8K 0.09% 244
2020
Q1 		$844K Sell
17,399
-611
-3% -$30.4K 0.1% 216
2019
Q4 		$910K Sell
18,010
-1,298
-7% -$65.3K 0.09% 228
2019
Q3 		$976K Buy
19,308
+1,545
+9% +$77.7K 0.12% 190
2019
Q2 		$899K Buy
17,763
+2,509
+16% +$126K 0.12% 194
2019
Q1 		$771K Sell
15,254
-17,327
-53% -$868K 0.11% 204
2018
Q4 		$1.62M Sell
32,581
-10,942
-25% -$547K 0.26% 102
2018
Q3 		$2.18M Buy
43,523
+7,457
+21% +$374K 0.31% 86
2018
Q2 		$1.81M Buy
36,066
+1,288
+4% +$64.6K 0.32% 82
2018
Q1 		$1.74M Buy
34,778
+26,946
+344% +$1.35M 0.33% 82
2017
Q4 		$388K Buy
7,832
+429
+6% +$21.5K 0.07% 281
2017
Q3 		$369K Sell
7,403
-16
-0.2% -$804 0.08% 284
2017
Q2 		$369K Buy
7,419
+797
+12% +$40K 0.09% 272
2017
Q1 		$329K Buy
6,622
+2,077
+46% +$104K 0.09% 262
2016
Q4 		$227K Buy
+4,545
New +$228K 0.08% 283

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers's NEAR Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Short Maturity Bond ETF (NEAR) stake by 13% in Q2 2026, buying an estimated $9.07M and bringing the position to 1,592,377 shares worth $80.7M. The position accounts for 0.07% of the portfolio, ranked #271.

Cetera Investment Advisers first reported a position in NEAR in Q4 2016 and has held it in 39 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Cetera Investment Advisers held 1,592,377 shares of iShares Short Maturity Bond ETF worth $80.7M as of Q2 2026.
  • Cetera Investment Advisers bought 178,856 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $9.07M.
  • iShares Short Maturity Bond ETF made up 0.07% of Cetera Investment Advisers's portfolio in Q2 2026, its #271 holding.
  • Cetera Investment Advisers first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.