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

IFP 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 		$546K Buy
10,738
+2,055
+24% +$105K 0.01% 922
2025
Q4 		$444K Buy
8,683
+2,247
+35% +$115K 0.01% 988
2025
Q3 		$330K Buy
+6,436
New +$329K 0.01% 1041
2025
Q1 		– Sell
-175
Closed -$8.84K – 4532
2024
Q4 		$8.84K Sell
175
-450
-72% -$22.8K ﹤0.01% 2573
2024
Q3 		$32K Hold
625
– – ﹤0.01% 1931
2024
Q2 		$31.5K Hold
625
– – ﹤0.01% 1871
2024
Q1 		$31.5K Hold
625
– – ﹤0.01% 1766
2023
Q4 		$31.6K Buy
625
+418
+202% +$20.9K ﹤0.01% 1734
2023
Q3 		$10.3K Buy
207
+32
+18% +$1.59K ﹤0.01% 2243
2023
Q2 		$8.7K Hold
175
– – ﹤0.01% 2350
2023
Q1 		$8.76K Sell
175
-3,308
-95% -$164K ﹤0.01% 2347
2022
Q4 		$175K Buy
3,483
+100
+3% +$4.92K ﹤0.01% 1425
2022
Q3 		$169K Buy
3,383
+50
+2% +$2.46K ﹤0.01% 1515
2022
Q2 		$166K Hold
3,333
– – 0.01% 1388
2022
Q1 		$166K Sell
3,333
-1,842
-36% -$91.7K 0.01% 1388
2021
Q4 		$259K Hold
5,175
– – 0.01% 842
2021
Q3 		$260K Hold
5,175
– – 0.01% 832
2021
Q2 		$260K Hold
5,175
– – 0.01% 784
2021
Q1 		$260K Sell
5,175
-54,624
-91% -$2.74M 0.01% 727
2020
Q4 		$3M Sell
59,799
-2,867
-5% -$144K 0.12% 145
2020
Q3 		$3.14M Buy
62,666
+53,463
+581% +$2.68M 0.19% 107
2020
Q2 		$456K Sell
9,203
-8,424
-48% -$416K 0.04% 437
2020
Q1 		$845K Buy
17,627
+224
+1% +$11.2K 0.09% 240
2019
Q4 		$875K Sell
17,403
-893
-5% -$44.9K 0.07% 313
2019
Q3 		$920K Buy
+18,296
New +$920K 0.06% 321
2019
Q1 		$2.18M Sell
43,482
-5,017
-10% -$251K 0.3% 79
2018
Q4 		$2.42M Buy
48,499
+4,898
+11% +$245K 0.15% 154
2018
Q3 		$2.19M Buy
43,601
+13,077
+43% +$656K 0.09% 235
2018
Q2 		$1.53M Sell
30,524
-2,839
-9% -$142K 0.06% 310
2018
Q1 		$1.67M Hold
33,363
– – 0.08% 272
2017
Q4 		$1.67M Buy
33,363
+7,574
+29% +$380K 0.08% 272
2017
Q3 		$1.3M Buy
25,789
+1,873
+8% +$94.1K 0.05% 368
2017
Q2 		$1.2M Buy
23,916
+3,641
+18% +$183K 0.05% 380
2017
Q1 		$1.02M Sell
20,275
-4,288
-17% -$215K 0.04% 422
2016
Q4 		$1.23M Buy
24,563
+6,692
+37% +$336K 0.06% 344
2016
Q3 		$897K Buy
17,871
+2,030
+13% +$102K 0.05% 387
2016
Q2 		$795K Sell
15,841
-27,641
-64% -$1.38M 0.04% 405
2016
Q1 		$2.18M Buy
43,482
+30,386
+232% +$1.52M 0.3% 79
2015
Q4 		$655K Buy
+13,096
New +$655K 0.04% 415

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

IFP Advisors's NEAR Position: Q1 2026 in Review

IFP Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 24% in Q1 2026, buying an estimated $105K and bringing the position to 10,738 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #922.

IFP Advisors first reported a position in NEAR in Q4 2015 and has held it in 39 quarters since. The position peaked at $3.14M in Q3 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • IFP Advisors held 10,738 shares of iShares Short Maturity Bond ETF worth $546K as of Q1 2026.
  • IFP Advisors bought 2,055 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $105K.
  • iShares Short Maturity Bond ETF made up 0.01% of IFP Advisors's portfolio in Q1 2026, its #922 holding.
  • IFP Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2015 and has held it in 39 quarters since.
  • IFP Advisors's iShares Short Maturity Bond ETF position peaked at $3.14M in Q3 2020.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.