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Glen Eagle Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Glen Eagle Advisors’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
Q2 		$56.5K Hold
1,115
– – 0.01% 443
2026
Q1 		$56.7K Hold
1,115
– – 0.01% 428
2025
Q4 		$57K Hold
1,115
– – 0.01% 424
2025
Q3 		$57.2K Hold
1,115
– – 0.01% 426
2025
Q2 		$57K Hold
1,115
– – 0.01% 403
2025
Q1 		$56.7K Hold
1,115
– – 0.01% 393
2024
Q4 		$56.3K Hold
1,115
– – 0.01% 396
2024
Q3 		$57.1K Hold
1,115
– – 0.01% 398
2024
Q2 		$56.1K Sell
1,115
-55
-5% -$2.76K 0.01% 385
2024
Q1 		$59K Hold
1,170
– – 0.01% 379
2023
Q4 		$59.1K Sell
1,170
-700
-37% -$35K 0.01% 362
2023
Q3 		$93.3K Hold
1,870
– – 0.02% 294
2023
Q2 		$93K Sell
1,870
-155
-8% -$7.69K 0.02% 295
2023
Q1 		$100K Sell
2,025
-269
-12% -$13.3K 0.03% 285
2022
Q4 		$113K Hold
2,294
– – 0.03% 264
2022
Q3 		$113K Sell
2,294
-55
-2% -$2.71K 0.03% 259
2022
Q2 		$116K Buy
2,349
+552
+31% +$27.3K 0.03% 264
2022
Q1 		$89.1K Hold
1,797
– – 0.02% 297
2021
Q4 		$89.8K Sell
1,797
-356
-17% -$17.8K 0.02% 292
2021
Q3 		$108K Sell
2,153
-55
-2% -$2.76K 0.03% 270
2021
Q2 		$111K Sell
2,208
-172
-7% -$8.63K 0.03% 262
2021
Q1 		$119K Sell
2,380
-231
-9% -$11.6K 0.04% 237
2020
Q4 		$131K Sell
2,611
-4
-0.2% -$201 0.05% 208
2020
Q3 		$131K Sell
2,615
-9
-0.3% -$451 0.06% 195
2020
Q2 		$131K Buy
2,624
+635
+32% +$31.4K 0.07% 185
2020
Q1 		$96.4K Buy
1,989
+1,049
+112% +$52.3K 0.07% 194
2019
Q4 		$47.2K Buy
940
+923
+5,429% +$46.4K 0.03% 318
2019
Q3 		$858 Buy
+17
New +$855 ﹤0.01% 764

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Glen Eagle Advisors's NEAR Position: Q2 2026 in Review

Glen Eagle Advisors held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 1,115 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #443.

Glen Eagle Advisors first reported a position in NEAR in Q3 2019 and has held it in 28 quarters since. The position peaked at $131K in Q2 2020. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Glen Eagle Advisors held 1,115 shares of iShares Short Maturity Bond ETF worth $56.5K as of Q2 2026.
  • Glen Eagle Advisors left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #443 holding.
  • Glen Eagle Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Glen Eagle Advisors's iShares Short Maturity Bond ETF position peaked at $131K in Q2 2020.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.