LPL Financial
NEAR icon

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

LPL Financial’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 		$137M Sell
2,700,719
-44,427
-2% -$2.25M 0.03% 523
2026
Q1 		$140M Buy
2,745,146
+89,368
+3% +$4.56M 0.04% 457
2025
Q4 		$136M Sell
2,655,778
-144,789
-5% -$7.41M 0.04% 447
2025
Q3 		$144M Buy
2,800,567
+238,106
+9% +$12.2M 0.04% 407
2025
Q2 		$131M Buy
2,562,461
+170,353
+7% +$8.65M 0.04% 385
2025
Q1 		$122M Buy
2,392,108
+198,499
+9% +$10.1M 0.05% 367
2024
Q4 		$111M Buy
2,193,609
+142,965
+7% +$7.25M 0.05% 368
2024
Q3 		$105M Buy
2,050,644
+127,069
+7% +$6.46M 0.05% 354
2024
Q2 		$96.8M Buy
1,923,575
+185,406
+11% +$9.3M 0.05% 346
2024
Q1 		$87.7M Buy
1,738,169
+540,295
+45% +$27.3M 0.05% 359
2023
Q4 		$60.5M Sell
1,197,874
-313,470
-21% -$15.7M 0.04% 439
2023
Q3 		$75.4M Sell
1,511,344
-5,364
-0.4% -$267K 0.05% 312
2023
Q2 		$75.4M Sell
1,516,708
-169,146
-10% -$8.39M 0.05% 312
2023
Q1 		$83.6M Buy
1,685,854
+196,080
+13% +$9.71M 0.07% 271
2022
Q4 		$73.4M Buy
1,489,774
+44,490
+3% +$2.19M 0.06% 289
2022
Q3 		$71.2M Buy
1,445,284
+105,504
+8% +$5.2M 0.07% 261
2022
Q2 		$66M Buy
1,339,780
+142,560
+12% +$7.05M 0.06% 282
2022
Q1 		$59.3M Buy
1,197,220
+108,382
+10% +$5.39M 0.05% 326
2021
Q4 		$54.4M Sell
1,088,838
-245,170
-18% -$12.3M 0.05% 349
2021
Q3 		$66.9M Buy
1,334,008
+80,404
+6% +$4.03M 0.06% 285
2021
Q2 		$62.9M Sell
1,253,604
-169,378
-12% -$8.5M 0.06% 278
2021
Q1 		$71.4M Sell
1,422,982
-72,237
-5% -$3.63M 0.08% 230
2020
Q4 		$75M Sell
1,495,219
-1,216,810
-45% -$61M 0.1% 197
2020
Q3 		$136M Sell
2,712,029
-93,425
-3% -$4.68M 0.21% 96
2020
Q2 		$140M Sell
2,805,454
-1,161,590
-29% -$57.4M 0.24% 82
2020
Q1 		$192M Buy
3,967,044
+535,827
+16% +$26.7M 0.41% 46
2019
Q4 		$172M Sell
3,431,217
-682,069
-17% -$34.3M 0.31% 62
2019
Q3 		$207M Buy
4,113,286
+178,874
+5% +$9M 0.42% 44
2019
Q2 		$198M Sell
3,934,412
-140,102
-3% -$7.04M 0.42% 44
2019
Q1 		$205M Sell
4,074,514
-421,031
-9% -$21.1M 0.47% 37
2018
Q4 		$224M Buy
4,495,545
+848,321
+23% +$42.4M 0.6% 28
2018
Q3 		$183M Buy
3,647,224
+1,745,811
+92% +$87.5M 0.44% 39
2018
Q2 		$95.4M Buy
1,901,413
+381,905
+25% +$19.1M 0.25% 82
2018
Q1 		$76.2M Buy
1,519,508
+495,904
+48% +$24.9M 0.21% 98
2017
Q4 		$51.3M Buy
1,023,604
+158,555
+18% +$7.96M 0.16% 122
2017
Q3 		$43.5M Buy
865,049
+33,016
+4% +$1.66M 0.15% 126
2017
Q2 		$41.8M Buy
832,033
+187,186
+29% +$9.4M 0.16% 124
2017
Q1 		$32.4M Buy
644,847
+57,144
+10% +$2.87M 0.22% 76
2016
Q4 		$29.5M Sell
587,703
-24,752
-4% -$1.24M 0.22% 69
2016
Q3 		$30.7M Buy
612,455
+190,656
+45% +$9.56M 0.29% 64
2016
Q2 		$21.1M Sell
421,799
-121,445
-22% -$6.08M 0.18% 88
2016
Q1 		$27.2M Sell
543,244
-99,076
-15% -$4.95M 0.08% 223
2015
Q4 		$32.1M Buy
642,320
+312,454
+95% +$15.6M 0.09% 209
2015
Q3 		$16.5M Sell
329,866
-399,405
-55% -$20M 0.09% 199
2015
Q2 		$36.5M Buy
729,271
+693,037
+1,913% +$34.7M 0.19% 113
2015
Q1 		$1.82M Sell
36,234
-2,665
-7% -$134K 0.01% 960
2014
Q4 		$1.95M Buy
+38,899
New +$1.95M 0.01% 888

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial's NEAR Position: Q2 2026 in Review

LPL Financial reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.6% in Q2 2026, selling an estimated $2.25M and leaving 2,700,719 shares worth $137M. The position accounts for 0.03% of the portfolio, ranked #523.

LPL Financial first reported a position in NEAR in Q4 2014 and has held it in 47 quarters since. The position peaked at $224M in Q4 2018. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • LPL Financial held 2,700,719 shares of iShares Short Maturity Bond ETF worth $137M as of Q2 2026.
  • LPL Financial sold 44,427 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $2.25M.
  • iShares Short Maturity Bond ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #523 holding.
  • LPL Financial first reported a position in iShares Short Maturity Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • LPL Financial's iShares Short Maturity Bond ETF position peaked at $224M in Q4 2018.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.