Janney Montgomery Scott
NEAR icon

Janney Montgomery Scott’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Janney Montgomery Scott’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 		$1.63M Buy
32,230
+3,060
+10% +$155K ﹤0.01% 1612
2026
Q1 		$1.48M Buy
29,170
+15,517
+114% +$792K ﹤0.01% 1439
2025
Q4 		$698K Sell
13,653
-1,591
-10% -$81.4K ﹤0.01% 1975
2025
Q3 		$782K Buy
15,244
+124
+0.8% +$6.33K ﹤0.01% 1873
2025
Q2 		$773K Buy
15,120
+282
+2% +$14.3K ﹤0.01% 1755
2025
Q1 		$755K Buy
14,838
+3,391
+30% +$172K ﹤0.01% 1722
2024
Q4 		$578K Sell
11,447
-9,602
-46% -$487K ﹤0.01% 1908
2024
Q3 		$1.08M Buy
21,049
+817
+4% +$41.5K ﹤0.01% 1463
2024
Q2 		$1.02M Buy
20,232
+1,097
+6% +$55K ﹤0.01% 1433
2024
Q1 		$966K Buy
+19,135
New +$965K ﹤0.01% 1546
2023
Q3 		– Sell
-4,917
Closed -$244K – 2703
2023
Q2 		$244K Sell
4,917
-2,240
-31% -$111K ﹤0.01% 2352
2023
Q1 		$355K Sell
7,157
-4,273
-37% -$212K ﹤0.01% 1951
2022
Q4 		$563K Sell
11,430
-20,960
-65% -$1.03M ﹤0.01% 1698
2022
Q3 		$1.6M Sell
32,390
-21,905
-40% -$1.08M 0.01% 1078
2022
Q2 		$2.67M Sell
54,295
-13,703
-20% -$677K 0.01% 811
2022
Q1 		$3.37M Sell
67,998
-153,651
-69% -$7.65M 0.01% 713
2021
Q4 		$11.1M Buy
221,649
+3,807
+2% +$190K 0.04% 367
2021
Q3 		$10.9M Buy
217,842
+136,540
+168% +$6.85M 0.05% 349
2021
Q2 		$4.08M Buy
81,302
+8,405
+12% +$422K 0.02% 657
2021
Q1 		$3.66M Sell
72,897
-21,463
-23% -$1.08M 0.02% 655
2020
Q4 		$4.73M Sell
94,360
-537,637
-85% -$27M 0.02% 558
2020
Q3 		$31.7M Sell
631,997
-52,929
-8% -$2.65M 0.18% 132
2020
Q2 		$34.3M Sell
684,926
-450,142
-40% -$22.3M 0.22% 111
2020
Q1 		$55M Buy
1,135,068
+380,140
+50% +$18.9M 0.44% 50
2019
Q4 		$37.9M Sell
754,928
-206,733
-21% -$10.4M 0.25% 98
2019
Q3 		$48.4M Buy
961,661
+90,573
+10% +$4.55M 0.35% 65
2019
Q2 		$43.8M Sell
871,088
-127,850
-13% -$6.42M 0.34% 67
2019
Q1 		$50.2M Buy
998,938
+3,488
+0.4% +$175K 0.41% 51
2018
Q4 		$49.6M Buy
995,450
+109,350
+12% +$5.47M 0.48% 47
2018
Q3 		$44.5M Buy
886,100
+389,195
+78% +$19.5M 0.38% 60
2018
Q2 		$24.9M Buy
496,905
+77,907
+19% +$3.91M 0.24% 94
2018
Q1 		$21M Buy
418,998
+135,739
+48% +$6.81M 0.21% 107
2017
Q4 		$14.2M Buy
283,259
+18,875
+7% +$948K 0.15% 165
2017
Q3 		$13.3M Buy
264,384
+20,958
+9% +$1.05M 0.15% 156
2017
Q2 		$12.2M Buy
243,426
+19,564
+9% +$983K 0.15% 163
2017
Q1 		$11.2M Buy
223,862
+29,989
+15% +$1.51M 0.15% 163
2016
Q4 		$9.73M Sell
193,873
-57,559
-23% -$2.89M 0.15% 169
2016
Q3 		$12.6M Buy
+251,432
New +$12.6M 0.22% 107
2016
Q2 		– Sell
-69,147
Closed -$3.46M – 999
2016
Q1 		$3.46M Buy
69,147
+47,172
+215% +$2.36M 0.09% 217
2015
Q4 		$1.1M Buy
21,975
+7,470
+51% +$374K 0.03% 526
2015
Q3 		$727K Sell
14,505
-104
-0.7% -$5.21K 0.02% 659
2015
Q2 		$732K Buy
14,609
+1,678
+13% +$84.1K 0.02% 963
2015
Q1 		$648K Buy
+12,931
New +$648K 0.01% 1169

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
CCA
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
BI
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

Janney Montgomery Scott's NEAR Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares Short Maturity Bond ETF (NEAR) stake by 10% in Q2 2026, buying an estimated $155K and bringing the position to 32,230 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Janney Montgomery Scott first reported a position in NEAR in Q1 2015 and has held it in 43 quarters since. The position peaked at $55M in Q1 2020. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Janney Montgomery Scott held 32,230 shares of iShares Short Maturity Bond ETF worth $1.63M as of Q2 2026.
  • Janney Montgomery Scott bought 3,060 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $155K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1612 holding.
  • Janney Montgomery Scott first reported a position in iShares Short Maturity Bond ETF in Q1 2015 and has held it in 43 quarters since.
  • Janney Montgomery Scott's iShares Short Maturity Bond ETF position peaked at $55M in Q1 2020.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.