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

Clear Investment Research’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 		$4.58K Buy
+90
New +$4.6K 0.01% 190
2025
Q4 		– Sell
-89
Closed -$4.56K – 166
2025
Q3 		$4.56K Buy
89
+1
+1% +$51 0.01% 200
2025
Q2 		$4.5K Buy
88
+1
+1% +$51 0.01% 177
2025
Q1 		$4.43K Sell
87
-8
-8% -$405 0.01% 172
2024
Q4 		$4.84K Hold
95
– – 0.01% 170
2024
Q3 		$4.9K Sell
95
-2,005
-95% -$102K 0.01% 170
2024
Q2 		$106K Buy
2,100
+39
+2% +$1.96K 0.14% 72
2024
Q1 		$104K Buy
2,061
+109
+6% +$5.5K 0.14% 70
2023
Q4 		$98.6K Buy
1,952
+144
+8% +$7.21K 0.14% 73
2023
Q3 		$90.2K Sell
1,808
-666
-27% -$33.1K 0.16% 68
2023
Q2 		$123K Buy
2,474
+1,479
+149% +$73.4K 0.21% 61
2023
Q1 		$109K Hold
995
– – 0.19% 61
2022
Q4 		$49K Sell
995
-156
-14% -$7.67K 0.09% 79
2022
Q3 		$57K Sell
1,151
-63
-5% -$3.1K 0.12% 73
2022
Q2 		$60K Sell
1,214
-130
-10% -$6.42K 0.13% 71
2022
Q1 		$67K Buy
1,344
+219
+19% +$10.9K 0.13% 74
2021
Q4 		$56K Sell
1,125
-104
-8% -$5.2K 0.09% 78
2021
Q3 		$62K Sell
1,229
-3
-0.2% -$150 0.1% 75
2021
Q2 		$62K Buy
1,232
+54
+5% +$2.71K 0.1% 74
2021
Q1 		$59K Buy
1,178
+18
+2% +$904 0.11% 69
2020
Q4 		$58K Sell
1,160
-846
-42% -$42.4K 0.1% 67
2020
Q3 		$100K Hold
2,006
– – 0.2% 57
2020
Q2 		$100K Sell
2,006
-462
-19% -$22.8K 0.21% 54
2020
Q1 		$120K Sell
2,468
-23,880
-91% -$1.19M 0.29% 45
2019
Q4 		$133K Buy
26,348
+22,818
+646% +$1.15M 0.27% 48
2019
Q3 		$178K Sell
3,530
-54,726
-94% -$2.75M 0.38% 40
2019
Q2 		$2.93M Sell
58,256
-1,638
-3% -$82.3K 4.8% 8
2019
Q1 		$3.01M Sell
59,894
-76,790
-56% -$3.84M 4.7% 7
2018
Q4 		$6.81M Sell
136,684
-22,340
-14% -$1.12M 11.01% 2
2018
Q3 		$7.98M Buy
+159,024
New +$7.97M 11.55% 2

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

Clear Investment Research's NEAR Position: Q1 2026 in Review

Clear Investment Research opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q1 2026: 90 shares worth $4.58K. The stake represents 0.01% of the portfolio and ranks #190 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in NEAR as recently as Q3 2025.

Clear Investment Research first reported a position in NEAR in Q3 2018 and has held it in 30 quarters since. The position peaked at $7.98M in Q3 2018. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Clear Investment Research held 90 shares of iShares Short Maturity Bond ETF worth $4.58K as of Q1 2026.
  • iShares Short Maturity Bond ETF was a new Clear Investment Research position in Q1 2026.
  • iShares Short Maturity Bond ETF made up 0.01% of Clear Investment Research's portfolio in Q1 2026, its #190 holding.
  • Clear Investment Research first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and has held it in 30 quarters since.
  • Clear Investment Research's iShares Short Maturity Bond ETF position peaked at $7.98M in Q3 2018.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.