Sheaff Brock Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sheaff Brock Investment Advisors’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
2025 Q1	$254K	Hold	5,000	–	–	0.02%	357
2024 Q4	$253K	Hold	5,000	–	–	0.02%	366
2024 Q3	$256K	Hold	5,000	–	–	0.02%	356
2024 Q2	$252K	Hold	5,000	–	–	0.02%	346
2024 Q1	$252K	Hold	5,000	–	–	0.02%	390
2023 Q4	$253K	Hold	5,000	–	–	0.02%	375
2023 Q3	$249K	Hold	5,000	–	–	0.02%	364
2023 Q2	$249K	Hold	5,000	–	–	0.02%	383
2023 Q1	$248K	Hold	5,000	–	–	0.02%	390
2022 Q4	$246K	Hold	5,000	–	–	0.02%	378
2022 Q3	$246K	Hold	5,000	–	–	0.03%	375
2022 Q2	$246K	Hold	5,000	–	–	0.02%	376
2022 Q1	$248K	Hold	5,000	–	–	0.02%	416
2021 Q4	$250K	Hold	5,000	–	–	0.02%	430
2021 Q3	$251K	Hold	5,000	–	–	0.02%	425
2021 Q2	$251K	Buy	+5,000	New	+$251K	0.02%	410

Other funds holding NEAR

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sheaff Brock Investment Advisors's NEAR Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2025 at 5,000 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #357.

Sheaff Brock Investment Advisors first reported a position in NEAR in Q2 2021 and has held it in 16 quarters since. The position peaked at $256K in Q3 2024. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

Sheaff Brock Investment Advisors held 5,000 shares of iShares Short Maturity Bond ETF worth $254K as of Q1 2025.
Sheaff Brock Investment Advisors left its iShares Short Maturity Bond ETF share count unchanged in Q1 2025.
iShares Short Maturity Bond ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #357 holding.
Sheaff Brock Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2021 and has held it in 16 quarters since.
Sheaff Brock Investment Advisors's iShares Short Maturity Bond ETF position peaked at $256K in Q3 2024.
363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.