JNBA Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

JNBA Financial Advisors’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	$6.68K	Buy	131 +1	+0.8%	+$51	﹤0.01%	553
2025 Q4	$6.67K	Buy	130 +2	+2%	+$102	﹤0.01%	534
2025 Q3	$6.58K	Buy	128 +1	+0.8%	+$51	﹤0.01%	532
2025 Q2	$6.49K	Buy	127 +1	+0.8%	+$51	﹤0.01%	512
2025 Q1	$6.42K	Buy	126 +1	+0.8%	+$51	﹤0.01%	509
2024 Q4	$6.33K	Buy	125 +2	+2%	+$101	﹤0.01%	513
2024 Q3	$6.31K	Buy	123 +1	+0.8%	+$51	﹤0.01%	527
2024 Q2	$6.12K	Buy	122 +2	+2%	+$100	﹤0.01%	502
2024 Q1	$6.06K	Buy	120 +1	+0.8%	+$50	﹤0.01%	514
2023 Q4	$6.02K	Buy	119 +2	+2%	+$100	﹤0.01%	519
2023 Q3	$5.83K	Buy	117 +1	+0.9%	+$50	﹤0.01%	527
2023 Q2	$5.75K	Buy	116 +31	+36%	+$1.54K	﹤0.01%	519
2023 Q1	$4.2K	Buy	85 +1	+1%	+$50	﹤0.01%	563
2022 Q4	$4.15K	Buy	84 +1	+1%	+$49	﹤0.01%	531
2022 Q3	$4K	Hold	83	–	–	﹤0.01%	549
2022 Q2	$4K	Hold	83	–	–	﹤0.01%	586
2022 Q1	$4K	Hold	83	–	–	﹤0.01%	576
2021 Q4	$4K	Hold	83	–	–	﹤0.01%	645
2021 Q3	$4K	Hold	83	–	–	﹤0.01%	618
2021 Q2	$4K	Buy	83 +1	+1%	+$50	﹤0.01%	571
2021 Q1	$4K	Buy	82 +40	+95%	+$2.01K	﹤0.01%	549
2020 Q4	$2K	Hold	42	–	–	﹤0.01%	562
2020 Q3	$2K	Hold	42	–	–	﹤0.01%	524
2020 Q2	$2K	Hold	42	–	–	﹤0.01%	513
2020 Q1	$2K	Hold	42	–	–	﹤0.01%	507
2019 Q4	$2K	Buy	42 +1	+2%	+$50	﹤0.01%	564
2019 Q3	$2K	Hold	41	–	–	﹤0.01%	548
2019 Q2	$2K	Hold	41	–	–	﹤0.01%	605
2019 Q1	$2K	Hold	41	–	–	﹤0.01%	508
2018 Q4	$2K	Buy	+41	New	+$2.05K	﹤0.01%	485
2018 Q3	–	Sell	-20	Closed	-$1K	–	627
2018 Q2	$1K	Buy	+20	New	+$1K	﹤0.01%	516
2016 Q4	–	Sell	-1,118	Closed	-$56K	–	1022
2016 Q3	$56K	Buy	+1,118	New	+$56.1K	0.01%	508

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

JNBA Financial Advisors's NEAR Position: Q1 2026 in Review

JNBA Financial Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.77% in Q1 2026, buying an estimated $51 and bringing the position to 131 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

JNBA Financial Advisors first reported a position in NEAR in Q3 2016 and has held it in 32 quarters since. The position peaked at $56K in Q3 2016. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

JNBA Financial Advisors held 131 shares of iShares Short Maturity Bond ETF worth $6.68K as of Q1 2026.
JNBA Financial Advisors bought 1 iShares Short Maturity Bond ETF share in Q1 2026, an estimated $51.
iShares Short Maturity Bond ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #553 holding.
JNBA Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2016 and has held it in 32 quarters since.
JNBA Financial Advisors's iShares Short Maturity Bond ETF position peaked at $56K in Q3 2016.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.