Envestnet Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32M | Buy |
629,849
+151,317
| +32% | +$7.73M | 0.01% | 1044 |
|
|
2025
Q4 | $24.5M | Sell |
478,532
-87,962
| -16% | -$4.5M | 0.01% | 1093 |
|
|
2025
Q3 | $29M | Sell |
566,494
-41,853
| -7% | -$2.14M | 0.01% | 1053 |
|
|
2025
Q2 | $31.1M | Sell |
608,347
-11,152
| -2% | -$566K | 0.01% | 986 |
|
|
2025
Q1 | $31.5M | Buy |
619,499
+164,435
| +36% | +$8.33M | 0.01% | 921 |
|
|
2024
Q4 | $23M | Buy |
455,064
+62,208
| +16% | +$3.15M | 0.01% | 1112 |
|
|
2024
Q3 | $20.1M | Sell |
392,856
-257,222
| -40% | -$13.1M | 0.01% | 1180 |
|
|
2024
Q2 | $32.7M | Sell |
650,078
-201,685
| -24% | -$10.1M | 0.01% | 859 |
|
|
2024
Q1 | $43M | Sell |
851,763
-4,980
| -0.6% | -$251K | 0.02% | 726 |
|
|
2023
Q4 | $43.3M | Buy |
856,743
+141,920
| +20% | +$7.1M | 0.02% | 668 |
|
|
2023
Q3 | $35.7M | Sell |
714,823
-214,451
| -23% | -$10.7M | 0.02% | 707 |
|
|
2023
Q2 | $46.2M | Sell |
929,274
-5,379
| -0.6% | -$267K | 0.02% | 559 |
|
|
2023
Q1 | $46.4M | Buy |
934,653
+4,178
| +0.4% | +$207K | 0.02% | 530 |
|
|
2022
Q4 | $45.8M | Buy |
930,475
+104,375
| +13% | +$5.13M | 0.02% | 509 |
|
|
2022
Q3 | $40.7M | Buy |
826,100
+187,354
| +29% | +$9.23M | 0.02% | 500 |
|
|
2022
Q2 | $31.5M | Buy |
638,746
+91,453
| +17% | +$4.52M | 0.02% | 588 |
|
|
2022
Q1 | $27.1M | Buy |
547,293
+28,936
| +6% | +$1.44M | 0.01% | 711 |
|
|
2021
Q4 | $25.9M | Buy |
518,357
+94,379
| +22% | +$4.72M | 0.01% | 734 |
|
|
2021
Q3 | $21.3M | Buy |
423,978
+8,651
| +2% | +$434K | 0.01% | 778 |
|
|
2021
Q2 | $20.8M | Sell |
415,327
-10,098
| -2% | -$507K | 0.01% | 770 |
|
|
2021
Q1 | $21.4M | Sell |
425,425
-30,008
| -7% | -$1.51M | 0.01% | 691 |
|
|
2020
Q4 | $22.8M | Sell |
455,433
-7,059,892
| -94% | -$354M | 0.02% | 578 |
|
|
2020
Q3 | $377M | Buy |
7,515,325
+857,127
| +13% | +$42.9M | 0.33% | 55 |
|
|
2020
Q2 | $333M | Sell |
6,658,198
-7,164,386
| -52% | -$354M | 0.33% | 57 |
|
|
2020
Q1 | $670M | Buy |
13,822,584
+3,584,051
| +35% | +$179M | 0.79% | 30 |
|
|
2019
Q4 | $514M | Sell |
10,238,533
-5,600,462
| -35% | -$282M | 0.54% | 34 |
|
|
2019
Q3 | $797M | Sell |
15,838,995
-497,049
| -3% | -$25M | 0.87% | 26 |
|
|
2019
Q2 | $822M | Sell |
16,336,044
-3,383,993
| -17% | -$170M | 1.04% | 18 |
|
|
2019
Q1 | $991M | Buy |
19,720,037
+2,133,277
| +12% | +$107M | 1.36% | 12 |
|
|
2018
Q4 | $877M | Buy |
17,586,760
+5,879,575
| +50% | +$294M | 1.36% | 13 |
|
|
2018
Q3 | $588M | Sell |
11,707,185
-104,408
| -0.9% | -$5.24M | 1.02% | 26 |
|
|
2018
Q2 | $593M | Buy |
11,811,593
+6,746,205
| +133% | +$338M | 1.35% | 19 |
|
|
2018
Q1 | $254M | Buy |
5,065,388
+1,576,757
| +45% | +$79.1M | 0.72% | 30 |
|
|
2017
Q4 | $175M | Sell |
3,488,631
-538,974
| -13% | -$27.1M | 0.39% | 43 |
|
|
2017
Q3 | $203M | Sell |
4,027,605
-302,003
| -7% | -$15.2M | 0.48% | 37 |
|
|
2017
Q2 | $218M | Sell |
4,329,608
-541,577
| -11% | -$27.2M | 0.6% | 35 |
|
|
2017
Q1 | $245M | Sell |
4,871,185
-765,009
| -14% | -$38.4M | 0.78% | 28 |
|
|
2016
Q4 | $283M | Buy |
5,636,194
+790,608
| +16% | +$39.7M | 1.03% | 23 |
|
|
2016
Q3 | $243M | Sell |
4,845,586
-7,349,814
| -60% | -$369M | 0.94% | 24 |
|
|
2016
Q2 | $612M | Sell |
12,195,400
-696,140
| -5% | -$34.9M | 2.44% | 3 |
|
|
2016
Q1 | $645M | Buy |
12,891,540
+1,694,898
| +15% | +$84.7M | 2.78% | 2 |
|
|
2015
Q4 | $560M | Buy |
11,196,642
+1,779,629
| +19% | +$89M | 2.54% | 2 |
|
|
2015
Q3 | $472M | Buy |
9,417,013
+4,573,994
| +94% | +$229M | 2.34% | 2 |
|
|
2015
Q2 | $243M | Buy |
+4,843,019
| New | +$243M | 1.16% | 11 |
|
Other funds holding NEAR
CCA
BI
Envestnet Asset Management's NEAR Position: Q1 2026 in Review
Envestnet Asset Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 32% in Q1 2026, buying an estimated $7.73M and bringing the position to 629,849 shares worth $32M. The position accounts for 0.01% of the portfolio, ranked #1044.
Envestnet Asset Management first reported a position in NEAR in Q2 2015 and has held it in 44 quarters since. The position peaked at $991M in Q1 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.
- Envestnet Asset Management held 629,849 shares of iShares Short Maturity Bond ETF worth $32M as of Q1 2026.
- Envestnet Asset Management bought 151,317 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $7.73M.
- iShares Short Maturity Bond ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1044 holding.
- Envestnet Asset Management first reported a position in iShares Short Maturity Bond ETF in Q2 2015 and has held it in 44 quarters since.
- Envestnet Asset Management's iShares Short Maturity Bond ETF position peaked at $991M in Q1 2019.
- 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.