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ETF Store’s iShares Short Maturity Bond ETF NEAR Stock Holding History

ETF Store’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 		$312K Sell
6,137
-895
-13% -$45.7K 0.3% 62
2025
Q4 		$359K Sell
7,032
-357
-5% -$18.3K 0.37% 52
2025
Q3 		$379K Buy
7,389
+31
+0.4% +$1.58K 0.4% 45
2025
Q2 		$376K Sell
7,358
-1,343
-15% -$68.2K 0.44% 44
2025
Q1 		$443K Sell
8,701
-1,292
-13% -$65.5K 0.54% 34
2024
Q4 		$505K Buy
9,993
+97
+1% +$4.92K 0.63% 34
2024
Q3 		$507K Buy
9,896
+90
+0.9% +$4.57K 0.52% 38
2024
Q2 		$494K Sell
9,806
-650
-6% -$32.6K 0.51% 37
2024
Q1 		$528K Buy
10,456
+75
+0.7% +$3.78K 0.3% 60
2023
Q4 		$524K Buy
10,381
+140
+1% +$7.01K 0.34% 59
2023
Q3 		$510K Buy
10,241
+477
+5% +$23.7K 0.36% 48
2023
Q2 		$485K Buy
9,764
+842
+9% +$41.8K 0.34% 52
2023
Q1 		$443K Buy
8,922
+48
+0.5% +$2.38K 0.34% 52
2022
Q4 		$440K Buy
8,874
+67
+0.8% +$3.29K 0.34% 51
2022
Q3 		$434K Buy
8,807
+22
+0.3% +$1.08K 0.38% 42
2022
Q2 		$432K Sell
8,785
-1,429
-14% -$70.6K 0.35% 40
2022
Q1 		$506K Buy
10,214
+10
+0.1% +$498 0.4% 38
2021
Q4 		$508K Buy
+10,204
New +$510K 0.38% 40

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

ETF Store's NEAR Position: Q1 2026 in Review

ETF Store reduced its iShares Short Maturity Bond ETF (NEAR) stake by 13% in Q1 2026, selling an estimated $45.7K and leaving 6,137 shares worth $312K. The position accounts for 0.3% of the portfolio, ranked #62.

ETF Store first reported a position in NEAR in Q4 2021 and has held it in 18 quarters since. The position peaked at $528K in Q1 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • ETF Store held 6,137 shares of iShares Short Maturity Bond ETF worth $312K as of Q1 2026.
  • ETF Store sold 895 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $45.7K.
  • iShares Short Maturity Bond ETF made up 0.3% of ETF Store's portfolio in Q1 2026, its #62 holding.
  • ETF Store first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • ETF Store's iShares Short Maturity Bond ETF position peaked at $528K in Q1 2024.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on ETF Store's 13F filing for Q1 2026, filed 30 Apr 2026.