LBC
NEAR icon

Lowe Brockenbrough & Co’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Lowe Brockenbrough & Co’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 		$6.6M Sell
129,919
-1,858
-1% -$94.9K 0.33% 74
2025
Q4 		$6.73M Sell
131,777
-9,640
-7% -$493K 0.33% 72
2025
Q3 		$7.25M Buy
141,417
+2,740
+2% +$140K 0.37% 68
2025
Q2 		$7.09M Buy
138,677
+25,150
+22% +$1.28M 0.4% 65
2025
Q1 		$5.78M Sell
113,527
-7,300
-6% -$370K 0.38% 70
2024
Q4 		$6.1M Buy
120,827
+2,842
+2% +$144K 0.39% 67
2024
Q3 		$6.05M Sell
117,985
-2,915
-2% -$148K 0.39% 71
2024
Q2 		$6.08M Sell
120,900
-1,600
-1% -$80.3K 0.41% 70
2024
Q1 		$6.18M Sell
122,500
-5,154
-4% -$260K 0.42% 69
2023
Q4 		$6.45M Sell
127,654
-11,069
-8% -$554K 0.5% 61
2023
Q3 		$6.92M Sell
138,723
-7,114
-5% -$354K 0.54% 59
2023
Q2 		$7.25M Sell
145,837
-3,175
-2% -$158K 0.55% 58
2023
Q1 		$7.39M Sell
149,012
-4,867
-3% -$241K 0.6% 56
2022
Q4 		$7.58M Sell
153,879
-59,380
-28% -$2.92M 0.66% 54
2022
Q3 		$10.5M Sell
213,259
-15,108
-7% -$745K 1.01% 27
2022
Q2 		$11.2M Sell
228,367
-11,085
-5% -$548K 0.98% 28
2022
Q1 		$11.9M Buy
+239,452
New +$11.9M 0.88% 34
2021
Q4 		– Sell
-238,420
Closed -$12M – 269
2021
Q3 		$12M Buy
+238,420
New +$12M 0.93% 35

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

Lowe Brockenbrough & Co's NEAR Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.4% in Q1 2026, selling an estimated $94.9K and leaving 129,919 shares worth $6.6M. The position accounts for 0.33% of the portfolio, ranked #74.

Lowe Brockenbrough & Co first reported a position in NEAR in Q3 2021 and has held it in 18 quarters since. The position peaked at $12M in Q3 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Lowe Brockenbrough & Co held 129,919 shares of iShares Short Maturity Bond ETF worth $6.6M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 1,858 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $94.9K.
  • iShares Short Maturity Bond ETF made up 0.33% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #74 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • Lowe Brockenbrough & Co's iShares Short Maturity Bond ETF position peaked at $12M in Q3 2021.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.