D.A. Davidson & Co’s iShares Short Maturity Bond ETF NEAR Stock Holding History

D.A. Davidson & Co’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
2025 Q4	–	Sell	-4,135	Closed	-$212K	–	1583
2025 Q3	$212K	Sell	4,135 -500	-11%	-$25.5K	﹤0.01%	1434
2025 Q2	$237K	Sell	4,635 -495	-10%	-$25.1K	﹤0.01%	1300
2025 Q1	$261K	Sell	5,130 -680	-12%	-$34.4K	﹤0.01%	1230
2024 Q4	$293K	Sell	5,810 -4,950	-46%	-$251K	﹤0.01%	1211
2024 Q3	$551K	Buy	10,760 +280	+3%	+$14.2K	﹤0.01%	976
2024 Q2	$527K	Sell	10,480 -4,190	-29%	-$210K	﹤0.01%	957
2024 Q1	$740K	Buy	14,670 +600	+4%	+$30.3K	0.01%	837
2023 Q4	$711K	Buy	+14,070	New	+$704K	0.01%	820
2015 Q2	–	Sell	-2,304	Closed	-$115K	–	2263
2015 Q1	$115K	Buy	2,304 +390	+20%	+$19.5K	﹤0.01%	1074
2014 Q4	$95K	Buy	+1,914	New	+$96K	﹤0.01%	1159

Other funds holding NEAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

D.A. Davidson & Co's NEAR Position: Q4 2025 in Review

D.A. Davidson & Co sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 4,135 shares — an estimated $212K sold.

D.A. Davidson & Co first reported a position in NEAR in Q4 2014 and held it in 10 quarters. The position peaked at $740K in Q1 2024. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

D.A. Davidson & Co reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
D.A. Davidson & Co sold 4,135 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $212K.
D.A. Davidson & Co first reported a position in iShares Short Maturity Bond ETF in Q4 2014 and held it in 10 quarters.
D.A. Davidson & Co's iShares Short Maturity Bond ETF position peaked at $740K in Q1 2024.
396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on D.A. Davidson & Co's 13F filing for Q4 2025, filed 29 Jan 2026.