HighTower Advisors
NEAR icon

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

HighTower 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
Q1 		$8.42M Sell
165,585
-38,027
-19% -$1.94M 0.01% 959
2025
Q4 		$10.4M Buy
203,612
+2,490
+1% +$127K 0.01% 849
2025
Q3 		$10.3M Buy
201,122
+1,354
+0.7% +$69.2K 0.01% 837
2025
Q2 		$10.2M Buy
199,768
+5,924
+3% +$301K 0.01% 787
2025
Q1 		$9.86M Sell
193,844
-33,440
-15% -$1.69M 0.01% 774
2024
Q4 		$11.5M Sell
227,284
-5,791
-2% -$294K 0.02% 698
2024
Q3 		$11.9M Buy
233,075
+19,982
+9% +$1.02M 0.02% 693
2024
Q2 		$10.7M Sell
213,093
-50,116
-19% -$2.51M 0.02% 694
2024
Q1 		$13.3M Buy
263,209
+174,337
+196% +$8.8M 0.02% 591
2023
Q4 		$4.49M Buy
88,872
+36,245
+69% +$1.81M 0.01% 1027
2023
Q3 		$2.63M Sell
52,627
-1,415
-3% -$70.4K ﹤0.01% 1232
2023
Q2 		$2.69M Buy
54,042
+706
+1% +$35K 0.01% 1191
2023
Q1 		$2.65M Sell
53,336
-2,701
-5% -$134K 0.01% 1135
2022
Q4 		$2.76M Sell
56,037
-3,436
-6% -$169K 0.01% 1103
2022
Q3 		$2.93M Sell
59,473
-18,696
-24% -$921K 0.01% 1026
2022
Q2 		$3.85M Sell
78,169
-26,639
-25% -$1.32M 0.01% 934
2022
Q1 		$5.2M Sell
104,808
-14,552
-12% -$724K 0.01% 868
2021
Q4 		$5.97M Buy
119,360
+10,792
+10% +$540K 0.01% 807
2021
Q3 		$5.46M Sell
108,568
-23,292
-18% -$1.17M 0.01% 787
2021
Q2 		$6.63M Sell
131,860
-16,373
-11% -$821K 0.02% 688
2021
Q1 		$7.45M Sell
148,233
-27,663
-16% -$1.39M 0.02% 591
2020
Q4 		$8.83M Sell
175,896
-56,066
-24% -$2.81M 0.04% 403
2020
Q3 		$11.6M Buy
231,962
+59,636
+35% +$2.99M 0.06% 306
2020
Q2 		$8.63M Sell
172,326
-87,974
-34% -$4.35M 0.05% 365
2020
Q1 		$12.6M Buy
260,300
+45,014
+21% +$2.24M 0.08% 235
2019
Q4 		$10.8M Sell
215,286
-17,823
-8% -$896K 0.06% 308
2019
Q3 		$11.7M Buy
233,109
+4,667
+2% +$235K 0.06% 295
2019
Q2 		$11.5M Buy
228,442
+55,382
+32% +$2.78M 0.07% 299
2019
Q1 		$8.7M Sell
173,060
-2,548
-1% -$128K 0.06% 335
2018
Q4 		$8.74M Buy
175,608
+120,799
+220% +$6.04M 0.07% 292
2018
Q3 		$2.76M Buy
54,809
+38,183
+230% +$1.91M 0.02% 725
2018
Q2 		$832K Sell
16,626
-8,120
-33% -$407K 0.01% 1210
2018
Q1 		$1.25M Buy
24,746
+11,609
+88% +$582K 0.01% 988
2017
Q4 		$661K Buy
13,137
+1,645
+14% +$82.6K 0.01% 1319
2017
Q3 		$575K Buy
11,492
+5,360
+87% +$269K ﹤0.01% 1364
2017
Q2 		$308K Buy
6,132
+285
+5% +$14.3K ﹤0.01% 1608
2017
Q1 		$294K Buy
5,847
+1,199
+26% +$60.2K ﹤0.01% 1567
2016
Q4 		$236K Sell
4,648
-719
-13% -$36.1K ﹤0.01% 1597
2016
Q3 		$271K Sell
5,367
-848
-14% -$42.5K ﹤0.01% 1502
2016
Q2 		$314K Sell
6,215
-159
-2% -$7.96K ﹤0.01% 1306
2016
Q1 		$320K Buy
6,374
+36
+0.6% +$1.8K ﹤0.01% 1582
2015
Q4 		$319K Buy
6,338
+623
+11% +$31.2K ﹤0.01% 1533
2015
Q3 		$288K Sell
5,715
-3,875
-40% -$194K ﹤0.01% 1470
2015
Q2 		$481K Buy
9,590
+193
+2% +$9.68K 0.01% 1025
2015
Q1 		$471K Buy
+9,397
New +$471K 0.01% 1096

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

HighTower Advisors's NEAR Position: Q1 2026 in Review

HighTower Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 19% in Q1 2026, selling an estimated $1.94M and leaving 165,585 shares worth $8.42M. The position accounts for 0.01% of the portfolio, ranked #959.

HighTower Advisors first reported a position in NEAR in Q1 2015 and has held it in 45 quarters since. The position peaked at $13.3M in Q1 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • HighTower Advisors held 165,585 shares of iShares Short Maturity Bond ETF worth $8.42M as of Q1 2026.
  • HighTower Advisors sold 38,027 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $1.94M.
  • iShares Short Maturity Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #959 holding.
  • HighTower Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2015 and has held it in 45 quarters since.
  • HighTower Advisors's iShares Short Maturity Bond ETF position peaked at $13.3M in Q1 2024.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.