Private Advisor Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Private Advisor Group’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	$13.5M	Buy	265,877 +15,168	+6%	+$775K	0.06%	317
2025 Q4	$12.8M	Buy	250,709 +34,840	+16%	+$1.78M	0.06%	324
2025 Q3	$11.1M	Sell	215,869 -2,082	-1%	-$106K	0.05%	353
2025 Q2	$11.1M	Buy	217,951 +40,136	+23%	+$2.04M	0.06%	328
2025 Q1	$9.05M	Buy	177,815 +145,499	+450%	+$7.37M	0.05%	361
2024 Q4	$1.63M	Sell	32,316 -5,262	-14%	-$267K	0.01%	975
2024 Q3	$1.93M	Sell	37,578 -639	-2%	-$32.5K	0.01%	902
2024 Q2	$1.92M	Sell	38,217 -2,677	-7%	-$134K	0.01%	853
2024 Q1	$2.06M	Sell	40,894 -2,680	-6%	-$135K	0.01%	791
2023 Q4	$2.2M	Buy	43,574 +9,825	+29%	+$492K	0.02%	730
2023 Q3	$1.68M	Sell	33,749 -10,551	-24%	-$525K	0.02%	783
2023 Q2	$2.2M	Sell	44,300 -14,505	-25%	-$720K	0.02%	685
2023 Q1	$2.92M	Sell	58,805 -23,080	-28%	-$1.14M	0.03%	552
2022 Q4	$212K	Sell	81,885 -67,573	-45%	-$3.32M	0.01%	877
2022 Q3	$7.36M	Buy	149,458 +23,388	+19%	+$1.15M	0.08%	234
2022 Q2	$6.21M	Buy	126,070 +34,178	+37%	+$1.69M	0.06%	338
2022 Q1	$4.55M	Buy	91,892 +34,110	+59%	+$1.7M	0.03%	485
2021 Q4	$2.89M	Sell	57,782 -32,553	-36%	-$1.63M	0.02%	666
2021 Q3	$4.53M	Buy	90,335 +32,175	+55%	+$1.61M	0.03%	560
2021 Q2	$2.92M	Sell	58,160 -3,911	-6%	-$196K	0.03%	612
2021 Q1	$3.12M	Sell	62,071 -25,277	-29%	-$1.27M	0.03%	537
2020 Q4	$4.38M	Buy	87,348 +2,956	+4%	+$148K	0.05%	371
2020 Q3	$4.23M	Buy	84,392 +333	+0.4%	+$16.7K	0.06%	324
2020 Q2	$4.2M	Sell	84,059 -6,614	-7%	-$327K	0.06%	307
2020 Q1	$4.4M	Buy	90,673 +18,265	+25%	+$910K	0.08%	248
2019 Q4	$3.64M	Buy	72,408 +11,014	+18%	+$554K	0.06%	349
2019 Q3	$3.09M	Buy	61,394 +13,135	+27%	+$661K	0.05%	399
2019 Q2	$2.43M	Sell	48,259 -41,268	-46%	-$2.07M	0.04%	428
2019 Q1	$4.5M	Buy	89,527 +45,536	+104%	+$2.28M	0.09%	242
2018 Q4	$2.19M	Sell	43,991 -31,675	-42%	-$1.58M	0.05%	354
2018 Q3	$3.8M	Buy	75,666 +37,189	+97%	+$1.86M	0.08%	247
2018 Q2	$1.93M	Sell	38,477 -5,589	-13%	-$280K	0.03%	287
2018 Q1	$2.21M	Buy	44,066 +11,414	+35%	+$573K	0.09%	229
2017 Q4	$1.64M	Sell	32,652 -12,537	-28%	-$629K	0.07%	294
2017 Q3	$2.27M	Sell	45,189 -23,360	-34%	-$1.17M	0.06%	327
2017 Q2	$3.44M	Sell	68,549 -1,964	-3%	-$98.6K	0.09%	221
2017 Q1	$3.54M	Buy	70,513 +8,294	+13%	+$416K	0.1%	214
2016 Q4	$3.12M	Buy	62,219 +34,367	+123%	+$1.72M	0.1%	210
2016 Q3	$1.4M	Sell	27,852 -14,508	-34%	-$728K	0.06%	334
2016 Q2	$2.12M	Buy	42,360 +20,314	+92%	+$1.02M	0.09%	232
2016 Q1	$1.1M	Sell	22,046 -5,610	-20%	-$281K	0.05%	351
2015 Q4	$1.38M	Buy	27,656 +6,264	+29%	+$313K	0.07%	310
2015 Q3	$1.07M	Sell	21,392 -18,977	-47%	-$950K	0.06%	340
2015 Q2	$2.02M	Buy	40,369 +34,290	+564%	+$1.72M	0.1%	212
2015 Q1	$305K	Buy	6,079 +1,430	+31%	+$71.6K	0.02%	732
2014 Q4	$233K	Buy	+4,649	New	+$233K	0.02%	811

Other funds holding NEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Advisor Group's NEAR Position: Q1 2026 in Review

Private Advisor Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 6.1% in Q1 2026, buying an estimated $775K and bringing the position to 265,877 shares worth $13.5M. The position accounts for 0.06% of the portfolio, ranked #317.

Private Advisor Group first reported a position in NEAR in Q4 2014 and has held it in 46 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Private Advisor Group held 265,877 shares of iShares Short Maturity Bond ETF worth $13.5M as of Q1 2026.
Private Advisor Group bought 15,168 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $775K.
iShares Short Maturity Bond ETF made up 0.06% of Private Advisor Group's portfolio in Q1 2026, its #317 holding.
Private Advisor Group first reported a position in iShares Short Maturity Bond ETF in Q4 2014 and has held it in 46 quarters since.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.