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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
2026
Q2 		$238K Buy
+4,702
New +$238K ﹤0.01% 1441
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

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

Principal Securities's NEAR Position: Q2 2026 in Review

Principal Securities opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q2 2026: 4,702 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1441 among its holdings. This is a return to the name: Principal Securities previously reported a position in NEAR as recently as Q3 2025.

Principal Securities first reported a position in NEAR in Q4 2023 and has held it in 9 quarters since. The position peaked at $352K in Q1 2024. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Principal Securities held 4,702 shares of iShares Short Maturity Bond ETF worth $238K as of Q2 2026.
  • iShares Short Maturity Bond ETF was a new Principal Securities position in Q2 2026.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1441 holding.
  • Principal Securities first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Principal Securities's iShares Short Maturity Bond ETF position peaked at $352K in Q1 2024.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.