Raymond James Financial
NEAR icon

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
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

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
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Raymond James Financial's NEAR Position: Q1 2026 in Review

Raymond James Financial increased its iShares Short Maturity Bond ETF (NEAR) stake by 7.7% in Q1 2026, buying an estimated $4.59M and bringing the position to 1,250,187 shares worth $63.6M. The position accounts for 0.02% of the portfolio, ranked #731.

Raymond James Financial first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $68.2M in Q1 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Raymond James Financial held 1,250,187 shares of iShares Short Maturity Bond ETF worth $63.6M as of Q1 2026.
  • Raymond James Financial bought 89,913 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $4.59M.
  • iShares Short Maturity Bond ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #731 holding.
  • Raymond James Financial first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares Short Maturity Bond ETF position peaked at $68.2M in Q1 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.