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Dakota Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Dakota Wealth Management’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
-9,831
Closed -$504K – 804
2025
Q3 		$504K Sell
9,831
-2,350
-19% -$120K 0.01% 473
2025
Q2 		$622K Sell
12,181
-1,000
-8% -$50.8K 0.01% 476
2025
Q1 		$671K Hold
13,181
– – 0.02% 456
2024
Q4 		$666K Sell
13,181
-626
-5% -$31.7K 0.02% 446
2024
Q3 		$707K Sell
13,807
-1,221
-8% -$62.1K 0.02% 435
2024
Q2 		$756K Sell
15,028
-736
-5% -$36.9K 0.02% 425
2024
Q1 		$795K Buy
15,764
+363
+2% +$18.3K 0.02% 405
2023
Q4 		$778K Sell
15,401
-1,890
-11% -$94.6K 0.03% 350
2023
Q3 		$863K Hold
17,291
– – 0.04% 308
2023
Q2 		$860K Sell
17,291
-260
-1% -$12.9K 0.04% 276
2023
Q1 		$871K Sell
17,551
-5,239
-23% -$259K 0.06% 253
2022
Q4 		$1.12M Sell
22,790
-14,421
-39% -$709K 0.08% 209
2022
Q3 		$1.83M Sell
37,211
-5,475
-13% -$270K 0.15% 154
2022
Q2 		$2.1M Sell
42,686
-1,225
-3% -$60.5K 0.19% 127
2022
Q1 		$2.18M Buy
43,911
+14,362
+49% +$715K 0.18% 139
2021
Q4 		$1.48M Sell
29,549
-13,687
-32% -$685K 0.16% 131
2021
Q3 		$2.17M Sell
43,236
-1,092
-2% -$54.8K 0.25% 110
2021
Q2 		$2.22M Buy
44,328
+2,098
+5% +$105K 0.26% 102
2021
Q1 		$2.12M Buy
42,230
+2
+0% +$100 0.28% 97
2020
Q4 		$2.12M Sell
42,228
-1,945
-4% -$97.5K 0.28% 97
2020
Q3 		$2.21M Buy
44,173
+395
+0.9% +$19.8K 0.35% 79
2020
Q2 		$2.19M Buy
43,778
+7
+0% +$346 0.37% 72
2020
Q1 		$2.12M Sell
43,771
-1,002
-2% -$49.9K 0.46% 60
2019
Q4 		$2.25M Buy
44,773
+923
+2% +$46.4K 0.36% 80
2019
Q3 		$2.21M Sell
43,850
-821
-2% -$41.3K 0.38% 77
2019
Q2 		$2.25M Buy
44,671
+10,275
+30% +$516K 0.43% 66
2019
Q1 		$1.73M Buy
+34,396
New +$1.72M 0.34% 75

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Dakota Wealth Management's NEAR Position: Q4 2025 in Review

Dakota Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 9,831 shares — an estimated $504K sold.

Dakota Wealth Management first reported a position in NEAR in Q1 2019 and held it in 27 quarters. The position peaked at $2.25M in Q4 2019. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • Dakota Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 9,831 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $504K.
  • Dakota Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 27 quarters.
  • Dakota Wealth Management's iShares Short Maturity Bond ETF position peaked at $2.25M in Q4 2019.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.