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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Mercer Global Advisors's NEAR Position: Q3 2025 in Review

Mercer Global Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 4,113 shares — an estimated $210K sold.

Mercer Global Advisors first reported a position in NEAR in Q4 2019 and held it in 23 quarters. The position peaked at $15.3M in Q4 2020. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • Mercer Global Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 4,113 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $210K.
  • Mercer Global Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 23 quarters.
  • Mercer Global Advisors's iShares Short Maturity Bond ETF position peaked at $15.3M in Q4 2020.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.