Jones Financial Companies
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Jones Financial Companies’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Jones Financial Companies’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 		$2.56M Buy
50,575
+31,372
+163% +$1.6M ﹤0.01% 1322
2025
Q4 		$981K Buy
19,203
+18,811
+4,799% +$963K ﹤0.01% 1237
2025
Q3 		$20.1K Buy
+392
New +$20K ﹤0.01% 2797
2025
Q2 		– Sell
-495
Closed -$25.2K – 4128
2025
Q1 		$25.2K Buy
+495
New +$25.1K ﹤0.01% 2345
2024
Q3 		– Sell
-138
Closed -$6.95K – 3090
2024
Q2 		$6.95K Buy
+138
New +$6.92K ﹤0.01% 1869

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

Jones Financial Companies's NEAR Position: Q1 2026 in Review

Jones Financial Companies increased its iShares Short Maturity Bond ETF (NEAR) stake by 163% in Q1 2026, buying an estimated $1.6M and bringing the position to 50,575 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Jones Financial Companies first reported a position in NEAR in Q2 2024 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Jones Financial Companies held 50,575 shares of iShares Short Maturity Bond ETF worth $2.56M as of Q1 2026.
  • Jones Financial Companies bought 31,372 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $1.6M.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1322 holding.
  • Jones Financial Companies first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.