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Integrated Wealth Concepts’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Integrated Wealth Concepts’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 		$722K Buy
+14,204
New +$725K 0.01% 1308
2025
Q4 		– Sell
-4,252
Closed -$218K – 1903
2025
Q3 		$218K Sell
4,252
-5,269
-55% -$269K ﹤0.01% 1810
2025
Q2 		$487K Buy
9,521
+4,530
+91% +$230K ﹤0.01% 1294
2025
Q1 		$254K Sell
4,991
-884
-15% -$44.8K ﹤0.01% 1500
2024
Q4 		$297K Buy
5,875
+1,098
+23% +$55.7K ﹤0.01% 1370
2024
Q3 		$245K Buy
4,777
+268
+6% +$13.6K ﹤0.01% 1462
2024
Q2 		$227K Buy
+4,509
New +$226K ﹤0.01% 1467
2023
Q3 		– Sell
-4,118
Closed -$205K – 1598
2023
Q2 		$205K Buy
+4,118
New +$204K ﹤0.01% 1420
2022
Q2 		– Sell
-6,264
Closed -$311K – 1043
2022
Q1 		$311K Sell
6,264
-2,327
-27% -$116K 0.01% 726
2021
Q4 		$429K Sell
8,591
-25,826
-75% -$1.29M 0.01% 646
2021
Q3 		$1.73M Sell
34,417
-8,338
-20% -$418K 0.06% 268
2021
Q2 		$2.15M Buy
42,755
+7,459
+21% +$374K 0.08% 211
2021
Q1 		$1.77M Sell
35,296
-3,870
-10% -$194K 0.07% 202
2020
Q4 		$1.97M Sell
39,166
-11,386
-23% -$571K 0.09% 154
2020
Q3 		$2.53M Sell
50,552
-3,772
-7% -$189K 0.16% 115
2020
Q2 		$2.72M Buy
54,324
+19,749
+57% +$976K 0.2% 88
2020
Q1 		$1.68M Buy
34,575
+3,232
+10% +$161K 0.15% 103
2019
Q4 		$1.57M Buy
31,343
+3,749
+14% +$189K 0.13% 111
2019
Q3 		$1.39M Sell
27,594
-1,854
-6% -$93.2K 0.16% 101
2019
Q2 		$1.3M Sell
29,448
-1,007
-3% -$50.6K 0.17% 99
2019
Q1 		$1.53M Sell
30,455
-3,101
-9% -$155K 0.26% 78
2018
Q4 		$1.67M Buy
33,556
+46
+0.1% +$2.3K 0.45% 55
2018
Q3 		$1.68M Buy
33,510
+7,870
+31% +$395K 0.51% 46
2018
Q2 		$1.28M Buy
25,640
+3,311
+15% +$166K 0.44% 53
2018
Q1 		$1.12M Buy
22,329
+5,095
+30% +$256K 0.45% 56
2017
Q4 		$864K Buy
+17,234
New +$865K 0.37% 63

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

Integrated Wealth Concepts's NEAR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q1 2026: 14,204 shares worth $722K. The stake represents 0.01% of the portfolio and ranks #1308 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in NEAR as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in NEAR in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.72M in Q2 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Integrated Wealth Concepts held 14,204 shares of iShares Short Maturity Bond ETF worth $722K as of Q1 2026.
  • iShares Short Maturity Bond ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • iShares Short Maturity Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1308 holding.
  • Integrated Wealth Concepts first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • Integrated Wealth Concepts's iShares Short Maturity Bond ETF position peaked at $2.72M in Q2 2020.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.