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Smartleaf Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Smartleaf Asset Management’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 		$2.36M Sell
46,443
-6,993
-13% -$357K 0.09% 213
2025
Q4 		$2.73M Sell
53,436
-12,830
-19% -$657K 0.1% 175
2025
Q3 		$3.4M Buy
66,266
+66,113
+43,211% +$3.38M 0.21% 101
2025
Q2 		$7.81K Hold
153
– – ﹤0.01% 1907
2025
Q1 		$7.78K Hold
153
– – ﹤0.01% 2024
2024
Q4 		$7.72K Hold
153
– – ﹤0.01% 2091
2024
Q3 		$7.85K Hold
153
– – ﹤0.01% 1903
2024
Q2 		$7.7K Buy
+153
New +$7.67K ﹤0.01% 1556

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

Smartleaf Asset Management's NEAR Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 13% in Q1 2026, selling an estimated $357K and leaving 46,443 shares worth $2.36M. The position accounts for 0.09% of the portfolio, ranked #213.

Smartleaf Asset Management first reported a position in NEAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.4M in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Smartleaf Asset Management held 46,443 shares of iShares Short Maturity Bond ETF worth $2.36M as of Q1 2026.
  • Smartleaf Asset Management sold 6,993 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $357K.
  • iShares Short Maturity Bond ETF made up 0.09% of Smartleaf Asset Management's portfolio in Q1 2026, its #213 holding.
  • Smartleaf Asset Management first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's iShares Short Maturity Bond ETF position peaked at $3.4M in Q3 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.