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NBC Securities’s iShares Short Maturity Bond ETF NEAR Stock Holding History

NBC Securities’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
Q4 		– Sell
-52
Closed -$2.67K – 2883
2025
Q3 		$2.67K Hold
52
– – ﹤0.01% 2362
2025
Q2 		$2K Hold
52
– – ﹤0.01% 2300
2025
Q1 		$2K Buy
+52
New +$2.63K ﹤0.01% 2037
2024
Q4 		– Sell
-781
Closed -$40K – 1786
2024
Q3 		$40K Sell
781
-2,412
-76% -$123K ﹤0.01% 1241
2024
Q2 		$160K Sell
3,193
-1,874
-37% -$94K 0.01% 823
2024
Q1 		$255K Sell
5,067
-1,207
-19% -$60.9K 0.02% 661
2023
Q4 		$316K Sell
6,274
-699
-10% -$35K 0.03% 565
2023
Q3 		$347K Buy
+6,973
New +$347K 0.04% 501

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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
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

NBC Securities's NEAR Position: Q4 2025 in Review

NBC Securities sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 52 shares — an estimated $2.67K sold.

NBC Securities first reported a position in NEAR in Q3 2023 and held it in 8 quarters. The position peaked at $347K in Q3 2023. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • NBC Securities reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
  • NBC Securities sold 52 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $2.67K.
  • NBC Securities first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and held it in 8 quarters.
  • NBC Securities's iShares Short Maturity Bond ETF position peaked at $347K in Q3 2023.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on NBC Securities's 13F filing for Q4 2025, filed 29 Jan 2026.