Ingalls & Snyder LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ingalls & Snyder LLC’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	$203K	Hold	4,000	–	–	0.01%	437
2025 Q4	$204K	Hold	4,000	–	–	0.01%	438
2025 Q3	$205K	Hold	4,000	–	–	0.01%	446
2025 Q2	$204K	Hold	4,000	–	–	0.01%	426
2025 Q1	$203K	Hold	4,000	–	–	0.01%	413
2024 Q4	$202K	Hold	4,000	–	–	0.01%	407
2024 Q3	$205K	Buy	+4,000	New	+$203K	0.01%	419

Other funds holding NEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ingalls & Snyder LLC's NEAR Position: Q1 2026 in Review

Ingalls & Snyder LLC held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 4,000 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #437.

Ingalls & Snyder LLC first reported a position in NEAR in Q3 2024 and has held it in 7 quarters since. The position peaked at $205K in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Ingalls & Snyder LLC held 4,000 shares of iShares Short Maturity Bond ETF worth $203K as of Q1 2026.
Ingalls & Snyder LLC left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
iShares Short Maturity Bond ETF made up 0.01% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #437 holding.
Ingalls & Snyder LLC first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and has held it in 7 quarters since.
Ingalls & Snyder LLC's iShares Short Maturity Bond ETF position peaked at $205K in Q3 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.