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First Wilshire Securities Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

First Wilshire Securities 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
-4,614
Closed -$237K – 90
2025
Q3 		$237K Hold
4,614
– – 0.06% 79
2025
Q2 		$236K Hold
4,614
– – 0.06% 76
2025
Q1 		$235K Sell
4,614
-650
-12% -$32.9K 0.07% 72
2024
Q4 		$266K Hold
5,264
– – 0.07% 75
2024
Q3 		$270K Sell
5,264
-723
-12% -$36.7K 0.08% 71
2024
Q2 		$301K Sell
5,987
-1,000
-14% -$50.2K 0.09% 69
2024
Q1 		$352K Hold
6,987
– – 0.1% 63
2023
Q4 		$353K Hold
6,987
– – 0.11% 68
2023
Q3 		$349K Sell
6,987
-600
-8% -$29.8K 0.12% 67
2023
Q2 		$377K Sell
7,587
-3,800
-33% -$189K 0.13% 63
2023
Q1 		$565K Sell
11,387
-900
-7% -$44.6K 0.19% 49
2022
Q4 		$605K Buy
12,287
+600
+5% +$29.5K 0.21% 42
2022
Q3 		$576K Sell
11,687
-200
-2% -$9.86K 0.23% 41
2022
Q2 		$586K Sell
11,887
-1,300
-10% -$64.3K 0.22% 43
2022
Q1 		$654K Sell
13,187
-180
-1% -$8.96K 0.23% 37
2021
Q4 		$668K Sell
13,367
-2,920
-18% -$146K 0.21% 40
2021
Q3 		$817K Sell
16,287
-2,950
-15% -$148K 0.27% 33
2021
Q2 		$965K Buy
19,237
+1,000
+5% +$50.2K 0.34% 33
2021
Q1 		$915K Buy
18,237
+3,400
+23% +$171K 0.34% 32
2020
Q4 		$744K Buy
14,837
+1,900
+15% +$95.3K 0.3% 35
2020
Q3 		$648K Buy
12,937
+7,787
+151% +$390K 0.31% 36
2020
Q2 		$258K Buy
5,150
+1,000
+24% +$49.4K 0.12% 66
2020
Q1 		$201K Sell
4,150
-56,980
-93% -$2.84M 0.11% 72
2019
Q4 		$3.07M Buy
61,130
+7,380
+14% +$371K 1.15% 29
2019
Q3 		$2.71M Buy
53,750
+30,950
+136% +$1.56M 1.03% 32
2019
Q2 		$1.15M Hold
22,800
– – 0.46% 53
2019
Q1 		$1.15M Sell
22,800
-36
-0.2% -$1.8K 0.39% 62
2018
Q4 		$1.14M Hold
22,836
– – 0.43% 56
2018
Q3 		$1.15M Sell
22,836
-6,100
-21% -$306K 0.34% 67
2018
Q2 		$1.45M Buy
28,936
+2,450
+9% +$123K 0.43% 57
2018
Q1 		$1.33M Sell
26,486
-16,700
-39% -$838K 0.37% 63
2017
Q4 		$2.16M Sell
43,186
-10,164
-19% -$510K 0.59% 51
2017
Q3 		$2.68M Sell
53,350
-5,200
-9% -$261K 0.76% 43
2017
Q2 		$2.94M Buy
58,550
+15,700
+37% +$789K 0.84% 41
2017
Q1 		$2.15M Buy
42,850
+4,000
+10% +$201K 0.62% 51
2016
Q4 		$1.95M Sell
38,850
-9,500
-20% -$477K 0.56% 51
2016
Q3 		$2.43M Buy
48,350
+12,250
+34% +$614K 0.73% 42
2016
Q2 		$1.81M Buy
36,100
+5,000
+16% +$250K 0.58% 49
2016
Q1 		$1.56M Buy
31,100
+9,200
+42% +$460K 0.52% 53
2015
Q4 		$1.09M Buy
21,900
+14,000
+177% +$700K 0.31% 62
2015
Q3 		$396K Buy
7,900
+1,591
+25% +$79.7K 0.1% 86
2015
Q2 		$316K Buy
+6,309
New +$316K 0.07% 99

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

First Wilshire Securities Management's NEAR Position: Q4 2025 in Review

First Wilshire Securities Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 4,614 shares — an estimated $237K sold.

First Wilshire Securities Management first reported a position in NEAR in Q2 2015 and held it in 42 quarters. The position peaked at $3.07M in Q4 2019. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • First Wilshire Securities Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
  • First Wilshire Securities Management sold 4,614 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $237K.
  • First Wilshire Securities Management first reported a position in iShares Short Maturity Bond ETF in Q2 2015 and held it in 42 quarters.
  • First Wilshire Securities Management's iShares Short Maturity Bond ETF position peaked at $3.07M in Q4 2019.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on First Wilshire Securities Management's 13F filing for Q4 2025, filed 12 Feb 2026.