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Pflug Koory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Pflug Koory’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 		$1.8M Buy
35,492
+3,320
+10% +$170K 0.83% 35
2025
Q4 		$1.64M Buy
32,172
+7,218
+29% +$369K 0.77% 36
2025
Q3 		$1.28M Buy
24,954
+10,123
+68% +$517K 0.61% 44
2025
Q2 		$758K Buy
14,831
+5,283
+55% +$268K 0.38% 65
2025
Q1 		$486K Buy
9,548
+2,018
+27% +$102K 0.27% 88
2024
Q4 		$380K Buy
7,530
+4,515
+150% +$229K 0.19% 112
2024
Q3 		$154K Buy
+3,015
New +$153K 0.08% 163
2024
Q1 		$148K Hold
2,936
– – 0.07% 168
2023
Q4 		$148K Hold
2,936
– – 0.08% 168
2023
Q3 		$146K Sell
2,936
-14
-0.5% -$696 0.08% 162
2023
Q2 		$147K Hold
2,950
– – 0.07% 174
2023
Q1 		$146K Hold
2,950
– – 0.08% 170
2022
Q4 		$145K Hold
2,950
– – 0.08% 168
2022
Q3 		$145K Hold
2,950
– – 0.09% 163
2022
Q2 		$145K Hold
2,950
– – 0.08% 172
2022
Q1 		$146K Hold
2,950
– – 0.07% 181
2021
Q4 		$147K Sell
2,950
-3,595
-55% -$180K 0.07% 181
2021
Q3 		$328K Hold
6,545
– – 0.18% 124
2021
Q2 		$328K Hold
6,545
– – 0.17% 121
2021
Q1 		$328K Hold
6,545
– – 0.18% 117
2020
Q4 		$328K Hold
6,545
– – 0.19% 114
2020
Q3 		$328K Hold
6,545
– – 0.22% 105
2020
Q2 		$327K Hold
6,545
– – 0.24% 99
2020
Q1 		$317K Hold
6,545
– – 0.28% 89
2019
Q4 		$329K Hold
6,545
– – 0.23% 112
2019
Q3 		$329K Hold
6,545
– – 0.25% 102
2019
Q2 		$329K Hold
6,545
– – 0.25% 104
2019
Q1 		$329K Buy
+6,545
New +$328K 0.26% 104

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

Pflug Koory's NEAR Position: Q1 2026 in Review

Pflug Koory increased its iShares Short Maturity Bond ETF (NEAR) stake by 10% in Q1 2026, buying an estimated $170K and bringing the position to 35,492 shares worth $1.8M. The position accounts for 0.83% of the portfolio, ranked #35.

Pflug Koory first reported a position in NEAR in Q1 2019 and has held it in 28 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Pflug Koory held 35,492 shares of iShares Short Maturity Bond ETF worth $1.8M as of Q1 2026.
  • Pflug Koory bought 3,320 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $170K.
  • iShares Short Maturity Bond ETF made up 0.83% of Pflug Koory's portfolio in Q1 2026, its #35 holding.
  • Pflug Koory first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Pflug Koory's 13F filing for Q1 2026, filed 22 Apr 2026.