Lebenthal Global Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Lebenthal Global 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 Q2	$1.01M	Buy	+19,957	New	+$1.01M	0.14%	109
2023 Q4	–	Sell	-7,804	Closed	-$389K	–	196
2023 Q3	$389K	Sell	7,804 -604	-7%	-$30K	0.12%	93
2023 Q2	$418K	Buy	+8,408	New	+$417K	0.12%	85
2021 Q4	–	Sell	-8,700	Closed	-$436K	–	178
2021 Q3	$436K	Sell	8,700 -1,400	-14%	-$70.2K	0.27%	66
2021 Q2	$506K	Hold	10,100	–	–	0.27%	70
2021 Q1	$506K	Hold	10,100	–	–	0.31%	50
2020 Q4	$506K	Buy	+10,100	New	+$506K	0.36%	30

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

Lebenthal Global Advisors's NEAR Position: Q2 2026 in Review

Lebenthal Global Advisors opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 19,957 shares worth $1.01M. The stake represents 0.14% of the portfolio and ranks #109 among its holdings. This is a return to the name: Lebenthal Global Advisors previously reported a position in NEAR as recently as Q3 2023.

Lebenthal Global Advisors first reported a position in NEAR in Q4 2020 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Lebenthal Global Advisors held 19,957 shares of iShares Short Maturity Bond ETF worth $1.01M as of Q2 2026.
iShares Short Maturity Bond ETF was a new Lebenthal Global Advisors position in Q2 2026.
iShares Short Maturity Bond ETF made up 0.14% of Lebenthal Global Advisors's portfolio in Q2 2026, its #109 holding.
Lebenthal Global Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 7 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.