Fidelity Investments
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Fidelity Investments’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Fidelity Investments’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 		$50M Buy
983,350
+979,016
+22,589% +$50M ﹤0.01% 1442
2025
Q4 		$221K Buy
4,334
+232
+6% +$11.9K ﹤0.01% 3394
2025
Q3 		$210K Buy
4,102
+498
+14% +$25.4K ﹤0.01% 3322
2025
Q2 		$184K Buy
3,604
+3,413
+1,787% +$173K ﹤0.01% 3337
2025
Q1 		$9.72K Buy
191
+82
+75% +$4.15K ﹤0.01% 4508
2024
Q4 		$5.5K Sell
109
-1
-0.9% -$51 ﹤0.01% 4646
2024
Q3 		$5.64K Sell
110
-91
-45% -$4.63K ﹤0.01% 4596
2024
Q2 		$10.1K Buy
201
+42
+26% +$2.11K ﹤0.01% 4329
2024
Q1 		$8.04K Sell
159
-4,877
-97% -$246K ﹤0.01% 4351
2023
Q4 		$254K Sell
5,036
-1,884,939
-100% -$94.3M ﹤0.01% 2885
2023
Q3 		$94.3M Sell
1,889,975
-503,773
-21% -$25.1M 0.01% 997
2023
Q2 		$119M Buy
2,393,748
+304,243
+15% +$15.1M 0.01% 914
2023
Q1 		$104M Sell
2,089,505
-201,711
-9% -$9.99M 0.01% 973
2022
Q4 		$113M Sell
2,291,216
-611,144
-21% -$30M 0.01% 926
2022
Q3 		$143M Sell
2,902,360
-1,623,765
-36% -$80M 0.01% 812
2022
Q2 		$223M Sell
4,526,125
-40
-0% -$1.98K 0.02% 648
2022
Q1 		$224M Buy
4,526,165
+4
+0% +$199 0.02% 716
2021
Q4 		$226M Buy
4,526,161
+299,236
+7% +$15M 0.02% 754
2021
Q3 		$212M Sell
4,226,925
-83
-0% -$4.16K 0.02% 785
2021
Q2 		$212M Buy
4,227,008
+205
+0% +$10.3K 0.02% 806
2021
Q1 		$212M Sell
4,226,803
-63
-0% -$3.16K 0.02% 765
2020
Q4 		$212M Buy
4,226,866
+50
+0% +$2.51K 0.02% 719
2020
Q3 		$212M Sell
4,226,816
-498,946
-11% -$25M 0.02% 615
2020
Q2 		$236M Sell
4,725,762
-400,652
-8% -$19.8M 0.03% 553
2020
Q1 		$249M Buy
5,126,414
+2,261,481
+79% +$113M 0.03% 434
2019
Q4 		$144M Buy
2,864,933
+497,528
+21% +$25M 0.02% 770
2019
Q3 		$119M Buy
2,367,405
+496,735
+27% +$25M 0.01% 816
2019
Q2 		$94.2M Hold
1,870,670
– – 0.01% 940
2019
Q1 		$94M Buy
1,870,670
+499,200
+36% +$25M 0.01% 936
2018
Q4 		$68.4M Buy
1,371,470
+872,663
+175% +$43.6M 0.01% 1022
2018
Q3 		$25M Buy
+498,807
New +$25M ﹤0.01% 1588

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

Fidelity Investments's NEAR Position: Q1 2026 in Review

Fidelity Investments increased its iShares Short Maturity Bond ETF (NEAR) stake by 22,589% in Q1 2026, buying an estimated $50M and bringing the position to 983,350 shares worth $50M. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Fidelity Investments first reported a position in NEAR in Q3 2018 and has held it in 31 quarters since. The position peaked at $249M in Q1 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Fidelity Investments held 983,350 shares of iShares Short Maturity Bond ETF worth $50M as of Q1 2026.
  • Fidelity Investments bought 979,016 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $50M.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1442 holding.
  • Fidelity Investments first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and has held it in 31 quarters since.
  • Fidelity Investments's iShares Short Maturity Bond ETF position peaked at $249M in Q1 2020.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.