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

Principal 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
-1,414
Closed -$72.5K – 2731
2025
Q3 		$72.5K Hold
1,414
– – ﹤0.01% 1761
2025
Q2 		$72.3K Sell
1,414
-857
-38% -$43.5K ﹤0.01% 1684
2025
Q1 		$115K Hold
2,271
– – ﹤0.01% 1373
2024
Q4 		$115K Buy
2,271
+297
+15% +$15.1K ﹤0.01% 1373
2024
Q3 		$101K Sell
1,974
-10
-0.5% -$508 ﹤0.01% 1390
2024
Q2 		$99.9K Sell
1,984
-4,998
-72% -$251K ﹤0.01% 1333
2024
Q1 		$352K Buy
6,982
+2,821
+68% +$142K 0.01% 803
2023
Q4 		$210K Buy
+4,161
New +$208K 0.01% 918

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

Principal Securities's NEAR Position: Q4 2025 in Review

Principal Securities sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 1,414 shares — an estimated $72.5K sold.

Principal Securities first reported a position in NEAR in Q4 2023 and held it in 8 quarters. The position peaked at $352K in Q1 2024. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • Principal Securities reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,414 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $72.5K.
  • Principal Securities first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Short Maturity Bond ETF position peaked at $352K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.