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Shufro Rose & Co’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Shufro Rose & Co’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 		$1.53M Sell
30,290
-2,806
-8% -$142K 0.09% 97
2026
Q1 		$1.68M Buy
33,096
+457
+1% +$23.3K 0.11% 86
2025
Q4 		$1.67M Buy
32,639
+3,194
+11% +$164K 0.11% 85
2025
Q3 		$1.5M Sell
29,445
-474
-2% -$24.2K 0.12% 95
2025
Q2 		$1.52M Sell
29,919
-62
-0.2% -$3.15K 0.12% 95
2025
Q1 		$1.53M Buy
29,981
+2,242
+8% +$114K 0.12% 95
2024
Q4 		$1.4M Sell
27,739
-98,333
-78% -$4.99M 0.11% 97
2024
Q3 		$6.35M Hold
126,072
– – 0.52% 41
2024
Q2 		$6.35M Sell
126,072
-11,026
-8% -$553K 0.52% 41
2024
Q1 		$6.92M Sell
137,098
-26,667
-16% -$1.35M 0.57% 42
2023
Q4 		$8.17M Sell
163,765
-1,057
-0.6% -$52.9K 0.78% 33
2023
Q3 		$8.22M Buy
164,822
+1,673
+1% +$83.2K 0.78% 34
2023
Q2 		$8.11M Buy
163,149
+14,698
+10% +$729K 0.74% 36
2023
Q1 		$7.36M Sell
148,451
-11,983
-7% -$593K 0.68% 35
2022
Q4 		$7.9M Sell
160,434
-6,289
-4% -$309K 0.67% 38
2022
Q3 		$8.21M Sell
166,723
-809,199
-83% -$39.9M 0.82% 34
2022
Q2 		$48.1M Buy
975,922
+35,683
+4% +$1.76M 4.17% 3
2022
Q1 		$46.6M Buy
940,239
+572,084
+155% +$28.5M 3.59% 4
2021
Q4 		$18.4M Sell
368,155
-48,132
-12% -$2.41M 1.33% 22
2021
Q3 		$20.9M Sell
416,287
-3,545
-0.8% -$178K 1.63% 17
2021
Q2 		$21.1M Sell
419,832
-881,876
-68% -$44.2M 1.59% 21
2021
Q1 		$65.3M Buy
1,301,708
+50,848
+4% +$2.55M 5.18% 2
2020
Q4 		$62.8M Buy
1,250,860
+26,959
+2% +$1.35M 5.26% 1
2020
Q3 		$61.3M Sell
1,223,901
-21,153
-2% -$1.06M 5.9% 1
2020
Q2 		$62.3M Buy
+1,245,054
New +$61.5M 6.15% 1

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Shufro Rose & Co's NEAR Position: Q2 2026 in Review

Shufro Rose & Co reduced its iShares Short Maturity Bond ETF (NEAR) stake by 8.5% in Q2 2026, selling an estimated $142K and leaving 30,290 shares worth $1.53M. The position accounts for 0.09% of the portfolio, ranked #97.

Shufro Rose & Co first reported a position in NEAR in Q2 2020 and has held it in 25 quarters since. The position peaked at $65.3M in Q1 2021. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Shufro Rose & Co held 30,290 shares of iShares Short Maturity Bond ETF worth $1.53M as of Q2 2026.
  • Shufro Rose & Co sold 2,806 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $142K.
  • iShares Short Maturity Bond ETF made up 0.09% of Shufro Rose & Co's portfolio in Q2 2026, its #97 holding.
  • Shufro Rose & Co first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Shufro Rose & Co's iShares Short Maturity Bond ETF position peaked at $65.3M in Q1 2021.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.