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Chicago Partners Investment Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Chicago Partners Investment Group’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 		$512K Buy
10,157
+1,136
+13% +$57.6K 0.01% 988
2026
Q1 		$459K Sell
9,021
-1,083
-11% -$55.3K 0.01% 939
2025
Q4 		$517K Buy
10,104
+182
+2% +$9.32K 0.01% 744
2025
Q3 		$510K Sell
9,922
-6,539
-40% -$334K 0.01% 694
2025
Q2 		$839K Buy
16,461
+2,492
+18% +$127K 0.02% 438
2025
Q1 		$710K Buy
13,969
+77
+0.6% +$3.9K 0.02% 431
2024
Q4 		$702K Buy
13,892
+611
+5% +$31K 0.02% 422
2024
Q3 		$675K Sell
13,281
-623
-4% -$31.7K 0.02% 413
2024
Q2 		$704K Sell
13,904
-972
-7% -$48.8K 0.03% 390
2024
Q1 		$745K Buy
14,876
+2,289
+18% +$115K 0.03% 367
2023
Q4 		$637K Buy
12,587
+672
+6% +$33.6K 0.03% 373
2023
Q3 		$594K Buy
11,915
+662
+6% +$32.9K 0.03% 368
2023
Q2 		$559K Sell
11,253
-300
-3% -$14.9K 0.03% 390
2023
Q1 		$573K Sell
11,553
-427
-4% -$21.1K 0.03% 356
2022
Q4 		$593K Buy
11,980
+702
+6% +$34.5K 0.04% 335
2022
Q3 		$553K Sell
11,278
-969
-8% -$47.8K 0.04% 315
2022
Q2 		$604K Sell
12,247
-1,044
-8% -$51.6K 0.04% 298
2022
Q1 		$656K Sell
13,291
-10,434
-44% -$519K 0.05% 264
2021
Q4 		$1.18M Sell
23,725
-2,587
-10% -$129K 0.08% 197
2021
Q3 		$1.32M Buy
26,312
+709
+3% +$35.5K 0.09% 187
2021
Q2 		$1.28M Buy
25,603
+9,189
+56% +$461K 0.1% 176
2021
Q1 		$824K Buy
16,414
+3,291
+25% +$165K 0.07% 231
2020
Q4 		$659K Buy
13,123
+2,367
+22% +$119K 0.06% 232
2020
Q3 		$539K Buy
10,756
+3,175
+42% +$159K 0.06% 223
2020
Q2 		$380K Buy
7,581
+31
+0.4% +$1.53K 0.05% 248
2020
Q1 		$371K Buy
7,550
+2,073
+38% +$103K 0.06% 223
2019
Q4 		$275K Buy
+5,477
New +$275K 0.03% 299

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Chicago Partners Investment Group's NEAR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 13% in Q2 2026, buying an estimated $57.6K and bringing the position to 10,157 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #988.

Chicago Partners Investment Group first reported a position in NEAR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.32M in Q3 2021. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Chicago Partners Investment Group held 10,157 shares of iShares Short Maturity Bond ETF worth $512K as of Q2 2026.
  • Chicago Partners Investment Group bought 1,136 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $57.6K.
  • iShares Short Maturity Bond ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #988 holding.
  • Chicago Partners Investment Group first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Chicago Partners Investment Group's iShares Short Maturity Bond ETF position peaked at $1.32M in Q3 2021.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.