MML Investors Services
NEAR icon

MML Investors Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

MML Investors Services’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 		$5.74M Buy
112,923
+19,894
+21% +$1.02M 0.02% 752
2025
Q4 		$4.75M Buy
93,029
+2,784
+3% +$143K 0.01% 897
2025
Q3 		$4.63M Sell
90,245
-23,256
-20% -$1.19M 0.01% 855
2025
Q2 		$5.8M Sell
113,501
-1,682
-1% -$85.4K 0.02% 729
2025
Q1 		$5.86M Sell
115,183
-38,672
-25% -$1.96M 0.02% 673
2024
Q4 		$7.77M Sell
153,855
-2,334
-1% -$118K 0.03% 538
2024
Q3 		$8M Buy
156,189
+842
+0.5% +$42.8K 0.03% 503
2024
Q2 		$7.82M Buy
155,347
+86
+0.1% +$4.31K 0.03% 477
2024
Q1 		$7.83M Buy
155,261
+23,258
+18% +$1.17M 0.03% 481
2023
Q4 		$6.67M Sell
132,003
-16,363
-11% -$819K 0.03% 496
2023
Q3 		$7.4M Buy
148,366
+17,468
+13% +$869K 0.04% 409
2023
Q2 		$6.51M Sell
130,898
-22,417
-15% -$1.11M 0.04% 441
2023
Q1 		$7.6M Sell
153,315
-73,032
-32% -$3.62M 0.05% 344
2022
Q4 		$11.2M Sell
226,347
-47,741
-17% -$2.35M 0.07% 279
2022
Q3 		$13.5M Sell
274,088
-46,919
-15% -$2.31M 0.1% 222
2022
Q2 		$15.8M Buy
321,007
+9,994
+3% +$494K 0.12% 192
2022
Q1 		$15.4M Sell
311,013
-29,704
-9% -$1.48M 0.11% 200
2021
Q4 		$17M Buy
340,717
+18,007
+6% +$901K 0.12% 184
2021
Q3 		$16.2M Sell
322,710
-251,263
-44% -$12.6M 0.13% 178
2021
Q2 		$28.8M Sell
573,973
-34,652
-6% -$1.74M 0.24% 86
2021
Q1 		$30.5M Buy
608,625
+4,130
+0.7% +$207K 0.29% 68
2020
Q4 		$30.3M Sell
604,495
-72,876
-11% -$3.65M 0.32% 65
2020
Q3 		$33.9M Sell
677,371
-123,910
-15% -$6.2M 0.43% 48
2020
Q2 		$40.1M Sell
801,281
-224,280
-22% -$11.1M 0.54% 39
2020
Q1 		$49.7M Sell
1,025,561
-18,112
-2% -$902K 0.86% 17
2019
Q4 		$52.4M Sell
1,043,673
-303,008
-23% -$15.2M 0.75% 21
2019
Q3 		$67.8M Sell
1,346,681
-17,526
-1% -$881K 1.09% 11
2019
Q2 		$68.7M Sell
1,364,207
-226,288
-14% -$11.4M 0.98% 13
2019
Q1 		$79.9M Buy
1,590,495
+361,982
+29% +$18.1M 1.24% 7
2018
Q4 		$61.2M Buy
1,228,513
+374,394
+44% +$18.7M 1.1% 9
2018
Q3 		$42.9M Buy
854,119
+459,772
+117% +$23.1M 0.72% 21
2018
Q2 		$19.8M Buy
394,347
+123,895
+46% +$6.21M 0.43% 53
2018
Q1 		$13.6M Sell
270,452
-455,759
-63% -$22.9M 0.29% 87
2017
Q4 		$36.4M Buy
726,211
+137,279
+23% +$6.89M 0.69% 29
2017
Q3 		$29.6M Buy
588,932
+10,035
+2% +$504K 0.61% 39
2017
Q2 		$29.1M Buy
578,897
+14,199
+3% +$713K 0.56% 44
2017
Q1 		$28.6M Buy
+564,698
New +$28.3M 0.57% 23

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

MML Investors Services's NEAR Position: Q1 2026 in Review

MML Investors Services increased its iShares Short Maturity Bond ETF (NEAR) stake by 21% in Q1 2026, buying an estimated $1.02M and bringing the position to 112,923 shares worth $5.74M. The position accounts for 0.02% of the portfolio, ranked #752.

MML Investors Services first reported a position in NEAR in Q1 2017 and has held it in 37 quarters since. The position peaked at $79.9M in Q1 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • MML Investors Services held 112,923 shares of iShares Short Maturity Bond ETF worth $5.74M as of Q1 2026.
  • MML Investors Services bought 19,894 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $1.02M.
  • iShares Short Maturity Bond ETF made up 0.02% of MML Investors Services's portfolio in Q1 2026, its #752 holding.
  • MML Investors Services first reported a position in iShares Short Maturity Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's iShares Short Maturity Bond ETF position peaked at $79.9M in Q1 2019.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.