NGA
NEAR icon

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

Naples 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 		$873K Sell
17,227
-100
-0.6% -$5.07K 0.05% 261
2026
Q1 		$881K Hold
17,327
– – 0.06% 247
2025
Q4 		$885K Sell
17,327
-10,451
-38% -$535K 0.07% 248
2025
Q3 		$1.42M Sell
27,778
-1,000
-3% -$51.1K 0.11% 193
2025
Q2 		$1.47M Sell
28,778
-6,950
-19% -$353K 0.13% 183
2025
Q1 		$1.82M Hold
35,728
– – 0.17% 160
2024
Q4 		$1.8M Sell
35,728
-2,000
-5% -$101K 0.17% 157
2024
Q3 		$1.93M Sell
37,728
-6,325
-14% -$321K 0.18% 152
2024
Q2 		$2.22M Sell
44,053
-14,719
-25% -$738K 0.22% 120
2024
Q1 		$2.97M Sell
58,772
-10,675
-15% -$539K 0.3% 92
2023
Q4 		$3.51M Sell
69,447
-29,035
-29% -$1.45M 0.39% 77
2023
Q3 		$4.91M Sell
98,482
-17,450
-15% -$868K 0.6% 47
2023
Q2 		$5.76M Sell
115,932
-10,745
-8% -$533K 0.68% 35
2023
Q1 		$6.28M Sell
126,677
-8,050
-6% -$399K 0.78% 28
2022
Q4 		$6.64M Sell
134,727
-14,120
-9% -$694K 0.84% 22
2022
Q3 		$7.33M Sell
148,847
-10,485
-7% -$517K 1.01% 12
2022
Q2 		$7.85M Sell
159,332
-17,870
-10% -$883K 1.02% 12
2022
Q1 		$8.78M Sell
177,202
-17,025
-9% -$847K 1.01% 12
2021
Q4 		$9.7M Sell
194,227
-39,535
-17% -$1.98M 1.12% 12
2021
Q3 		$11.7M Buy
233,762
+181,899
+351% +$9.12M 1.54% 6
2021
Q2 		$2.6M Buy
51,863
+3,110
+6% +$156K 0.36% 85
2021
Q1 		$2.45M Buy
48,753
+15,020
+45% +$754K 0.37% 83
2020
Q4 		$1.69M Buy
33,733
+7,720
+30% +$387K 0.29% 107
2020
Q3 		$1.3M Buy
26,013
+17,120
+193% +$857K 0.25% 120
2020
Q2 		$445K Buy
8,893
+3,385
+61% +$167K 0.1% 227
2020
Q1 		$267K Buy
+5,508
New +$274K 0.07% 266
2019
Q3 		– Sell
-5,807
Closed -$292K – 316
2019
Q2 		$292K Buy
+5,807
New +$292K 0.07% 267
2018
Q1 		– Sell
-4,437
Closed -$222K – 291
2017
Q4 		$222K Buy
+4,437
New +$223K 0.07% 268
2016
Q3 		– Sell
-10,332
Closed -$518K – 256
2016
Q2 		$518K Sell
10,332
-100
-1% -$5.01K 0.21% 160
2016
Q1 		$522K Hold
10,432
– – 0.22% 158
2015
Q4 		$522K Sell
10,432
-670
-6% -$33.5K 0.25% 142
2015
Q3 		$556K Hold
11,102
– – 0.29% 135
2015
Q2 		$557K Sell
11,102
-3,354
-23% -$168K 0.27% 141
2015
Q1 		$725K Sell
14,456
-1,305
-8% -$65.4K 0.34% 124
2014
Q4 		$788K Hold
15,761
– – 0.42% 105
2014
Q3 		$791K Buy
15,761
+3,104
+25% +$156K 0.47% 94
2014
Q2 		$636K Buy
12,657
+643
+5% +$32.3K 0.38% 116
2014
Q1 		$603K Buy
12,014
+610
+5% +$30.6K 0.37% 113
2013
Q4 		$572K Buy
+11,404
New +$571K 0.38% 107

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

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

Naples Global Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.58% in Q2 2026, selling an estimated $5.07K and leaving 17,227 shares worth $873K. The position accounts for 0.05% of the portfolio, ranked #261.

Naples Global Advisors first reported a position in NEAR in Q4 2013 and has held it in 39 quarters since. The position peaked at $11.7M in Q3 2021. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Naples Global Advisors held 17,227 shares of iShares Short Maturity Bond ETF worth $873K as of Q2 2026.
  • Naples Global Advisors sold 100 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $5.07K.
  • iShares Short Maturity Bond ETF made up 0.05% of Naples Global Advisors's portfolio in Q2 2026, its #261 holding.
  • Naples Global Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2013 and has held it in 39 quarters since.
  • Naples Global Advisors's iShares Short Maturity Bond ETF position peaked at $11.7M in Q3 2021.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.