Jefferies Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Jefferies Financial Group’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	$355K	Buy	+7,000	New	+$355K	﹤0.01%	1335

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jefferies Financial Group's NEAR Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 7,000 shares worth $355K. The stake represents ﹤0.01% of the portfolio and ranks #1335 among its holdings.

404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Jefferies Financial Group held 7,000 shares of iShares Short Maturity Bond ETF worth $355K as of Q2 2026.
iShares Short Maturity Bond ETF was a new Jefferies Financial Group position in Q2 2026.
iShares Short Maturity Bond ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1335 holding.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.