Raymond James Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Raymond James Financial’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	$63.3M	Sell	1,248,932 -1,255	-0.1%	-$63.6K	0.02%	811
2026 Q1	$63.6M	Buy	1,250,187 +89,913	+8%	+$4.59M	0.02%	731
2025 Q4	$59.3M	Buy	1,160,274 +95,510	+9%	+$4.89M	0.02%	743
2025 Q3	$54.6M	Buy	1,064,764 +87,689	+9%	+$4.48M	0.02%	755
2025 Q2	$49.9M	Sell	977,075 -364,078	-27%	-$18.5M	0.02%	757
2025 Q1	$68.2M	Buy	1,341,153 +10,058	+0.8%	+$510K	0.03%	572
2024 Q4	$67.2M	Buy	+1,331,095	New	+$67.5M	0.02%	576

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial's NEAR Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.1% in Q2 2026, selling an estimated $63.6K and leaving 1,248,932 shares worth $63.3M. The position accounts for 0.02% of the portfolio, ranked #811.

Raymond James Financial first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.2M in Q1 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Raymond James Financial held 1,248,932 shares of iShares Short Maturity Bond ETF worth $63.3M as of Q2 2026.
Raymond James Financial sold 1,255 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $63.6K.
iShares Short Maturity Bond ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #811 holding.
Raymond James Financial first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares Short Maturity Bond ETF position peaked at $68.2M in Q1 2025.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.