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Roble Belko & Company’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Roble Belko & Company’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 		$588K Sell
11,575
-72
-0.6% -$3.68K 0.07% 76
2025
Q4 		$595K Sell
11,647
-1,533
-12% -$78.5K 0.08% 74
2025
Q3 		$676K Sell
13,180
-3,374
-20% -$172K 0.09% 69
2025
Q2 		$846K Sell
16,554
-2,897
-15% -$147K 0.12% 55
2025
Q1 		$989K Sell
19,451
-105
-0.5% -$5.32K 0.16% 51
2024
Q4 		$988K Sell
19,556
-148
-0.8% -$7.5K 0.16% 51
2024
Q3 		$1.01M Sell
19,704
-1,505
-7% -$76.5K 0.16% 48
2024
Q2 		$1.07M Sell
21,209
-52
-0.2% -$2.61K 0.18% 48
2024
Q1 		$1.07M Buy
21,261
+7
+0% +$353 0.18% 47
2023
Q4 		$1.07M Sell
21,254
-37,008
-64% -$1.85M 0.2% 43
2023
Q3 		$2.91M Sell
58,262
-3,137
-5% -$156K 0.59% 33
2023
Q2 		$3.05M Buy
61,399
+618
+1% +$30.7K 0.61% 30
2023
Q1 		$3.02M Buy
60,781
+1,323
+2% +$65.5K 0.62% 31
2022
Q4 		$2.93M Sell
59,458
-95,942
-62% -$4.72M 0.62% 33
2022
Q3 		$7.66M Sell
155,400
-70,542
-31% -$3.48M 1.86% 20
2022
Q2 		$11.1M Sell
225,942
-181,680
-45% -$8.98M 2.53% 16
2022
Q1 		$20.2M Sell
407,622
-21,130
-5% -$1.05M 3.84% 6
2021
Q4 		$21.4M Buy
428,752
+12,428
+3% +$622K 4.02% 7
2021
Q3 		$20.9M Buy
416,324
+215,227
+107% +$10.8M 4.29% 7
2021
Q2 		$10.1M Buy
201,097
+975
+0.5% +$48.9K 2.28% 14
2021
Q1 		$10M Buy
200,122
+5,498
+3% +$276K 2.42% 13
2020
Q4 		$9.76M Buy
194,624
+1,464
+0.8% +$73.4K 2.55% 12
2020
Q3 		$9.68M Sell
193,160
-2,464
-1% -$123K 2.84% 11
2020
Q2 		$9.78M Buy
195,624
+4,761
+2% +$235K 2.93% 11
2020
Q1 		$9.26M Sell
190,863
-10,536
-5% -$525K 2.99% 9
2019
Q4 		$10.1M Sell
201,399
-1,181
-0.6% -$59.4K 2.8% 10
2019
Q3 		$10.2M Buy
202,580
+3,428
+2% +$172K 2.99% 9
2019
Q2 		$10M Buy
199,152
+10,110
+5% +$508K 3.1% 9
2019
Q1 		$9.5M Buy
189,042
+8,466
+5% +$424K 3.25% 9
2018
Q4 		$9M Sell
180,576
-18,625
-9% -$931K 3.46% 8
2018
Q3 		$10M Sell
199,201
-12,400
-6% -$622K 3.65% 8
2018
Q2 		$10.6M Sell
211,601
-22,852
-10% -$1.15M 4.04% 7
2018
Q1 		$11.8M Buy
234,453
+6,910
+3% +$347K 4.57% 7
2017
Q4 		$11.4M Buy
227,543
+101,457
+80% +$5.09M 4.66% 5
2017
Q3 		$6.34M Buy
126,086
+125,589
+25,269% +$6.31M 2.81% 14
2017
Q2 		$25K Buy
+497
New +$25K 0.01% 125

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

Roble Belko & Company's NEAR Position: Q1 2026 in Review

Roble Belko & Company reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.62% in Q1 2026, selling an estimated $3.68K and leaving 11,575 shares worth $588K. The position accounts for 0.07% of the portfolio, ranked #76.

Roble Belko & Company first reported a position in NEAR in Q2 2017 and has held it in 36 quarters since. The position peaked at $21.4M in Q4 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Roble Belko & Company held 11,575 shares of iShares Short Maturity Bond ETF worth $588K as of Q1 2026.
  • Roble Belko & Company sold 72 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $3.68K.
  • iShares Short Maturity Bond ETF made up 0.07% of Roble Belko & Company's portfolio in Q1 2026, its #76 holding.
  • Roble Belko & Company first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and has held it in 36 quarters since.
  • Roble Belko & Company's iShares Short Maturity Bond ETF position peaked at $21.4M in Q4 2021.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.