FG
NEAR icon

Fiduciary Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Fiduciary Group’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 		$527K Sell
10,371
-1,274
-11% -$65.1K 0.05% 204
2025
Q4 		$595K Buy
+11,645
New +$596K 0.05% 188

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

Fiduciary Group's NEAR Position: Q1 2026 in Review

Fiduciary Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 11% in Q1 2026, selling an estimated $65.1K and leaving 10,371 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #204.

Fiduciary Group first reported a position in NEAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $595K in Q4 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Fiduciary Group held 10,371 shares of iShares Short Maturity Bond ETF worth $527K as of Q1 2026.
  • Fiduciary Group sold 1,274 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $65.1K.
  • iShares Short Maturity Bond ETF made up 0.05% of Fiduciary Group's portfolio in Q1 2026, its #204 holding.
  • Fiduciary Group first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Fiduciary Group's iShares Short Maturity Bond ETF position peaked at $595K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.