Integrated Wealth Concepts
NEAR icon

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
Q2 		$2.13M Buy
42,143
+27,939
+197% +$1.42M 0.01% 808
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 		$2.14M 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 		$1.96M 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 		$1.58M 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

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
Clearwater Capital Advisors
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
Bramshill Investments
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

Integrated Wealth Concepts's NEAR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Short Maturity Bond ETF (NEAR) stake by 197% in Q2 2026, buying an estimated $1.42M and bringing the position to 42,143 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #808.

Integrated Wealth Concepts first reported a position in NEAR in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.72M in Q2 2020. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Integrated Wealth Concepts held 42,143 shares of iShares Short Maturity Bond ETF worth $2.13M as of Q2 2026.
  • Integrated Wealth Concepts bought 27,939 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.42M.
  • iShares Short Maturity Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #808 holding.
  • Integrated Wealth Concepts first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 27 quarters since.
  • Integrated Wealth Concepts's iShares Short Maturity Bond ETF position peaked at $2.72M in Q2 2020.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.