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

Mercer 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 		$365K Buy
+7,205
New +$365K ﹤0.01% 2603
2025
Q3 		– Sell
-4,113
Closed -$210K – 2706
2025
Q2 		$210K Sell
4,113
-1,971
-32% -$100K ﹤0.01% 2059
2025
Q1 		$309K Sell
6,084
-1,661
-21% -$84.1K ﹤0.01% 1745
2024
Q4 		$391K Sell
7,745
-5,073
-40% -$257K ﹤0.01% 1587
2024
Q3 		$655K Sell
12,818
-849
-6% -$43.1K ﹤0.01% 1202
2024
Q2 		$688K Buy
13,667
+32
+0.2% +$1.6K ﹤0.01% 1135
2024
Q1 		$688K Buy
13,635
+3,533
+35% +$178K ﹤0.01% 1124
2023
Q4 		$510K Sell
10,102
-432
-4% -$21.6K ﹤0.01% 1320
2023
Q3 		$526K Sell
10,534
-114,549
-92% -$5.7M ﹤0.01% 1227
2023
Q2 		$6.22M Sell
125,083
-7,475
-6% -$371K 0.02% 399
2023
Q1 		$6.58M Sell
132,558
-1,746
-1% -$86.5K 0.03% 366
2022
Q4 		$6.62M Sell
134,304
-27,533
-17% -$1.35M 0.03% 361
2022
Q3 		$7.97M Sell
161,837
-7,139
-4% -$352K 0.05% 273
2022
Q2 		$8.32M Sell
168,976
-1,168
-0.7% -$57.7K 0.05% 256
2022
Q1 		$8.43M Sell
170,144
-40,335
-19% -$2.01M 0.05% 260
2021
Q4 		$10.5M Sell
210,479
-37,245
-15% -$1.86M 0.06% 224
2021
Q3 		$12.4M Buy
247,724
+210,800
+571% +$10.6M 0.09% 187
2021
Q2 		$1.85M Sell
36,924
-6,238
-14% -$313K 0.01% 604
2021
Q1 		$2.17M Sell
43,162
-261,389
-86% -$13.1M 0.02% 498
2020
Q4 		$15.3M Buy
304,551
+95,181
+45% +$4.77M 0.19% 80
2020
Q3 		$10.5M Buy
209,370
+101,547
+94% +$5.09M 0.16% 103
2020
Q2 		$5.39M Sell
107,823
-82,439
-43% -$4.08M 0.1% 156
2020
Q1 		$9.23M Buy
190,262
+36,045
+23% +$1.8M 0.2% 92
2019
Q4 		$7.75M Buy
+154,217
New +$7.76M 0.15% 123

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

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

Mercer Global Advisors opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 7,205 shares worth $365K. The stake represents ﹤0.01% of the portfolio and ranks #2603 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in NEAR as recently as Q2 2025.

Mercer Global Advisors first reported a position in NEAR in Q4 2019 and has held it in 24 quarters since. The position peaked at $15.3M in Q4 2020. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Mercer Global Advisors held 7,205 shares of iShares Short Maturity Bond ETF worth $365K as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Mercer Global Advisors position in Q2 2026.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2603 holding.
  • Mercer Global Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Mercer Global Advisors's iShares Short Maturity Bond ETF position peaked at $15.3M in Q4 2020.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.