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Sowell Financial Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sowell Financial Services’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 		$426K Sell
8,401
-612
-7% -$31K 0.01% 706
2026
Q1 		$458K Buy
9,013
+55
+0.6% +$2.81K 0.02% 669
2025
Q4 		$458K Buy
8,958
+829
+10% +$42.4K 0.02% 674
2025
Q3 		$417K Buy
8,129
+86
+1% +$4.39K 0.02% 689
2025
Q2 		$411K Hold
8,043
– – 0.02% 670
2025
Q1 		$409K Buy
+8,043
New +$407K 0.02% 644
2023
Q2 		– Sell
-8,476
Closed -$420K – 730
2023
Q1 		$420K Buy
+8,476
New +$420K 0.03% 479
2022
Q1 		– Sell
-28,933
Closed -$1.45M – 390
2021
Q4 		$1.45M Sell
28,933
-3,197
-10% -$160K 0.08% 262
2021
Q3 		$1.61M Buy
32,130
+1,237
+4% +$62K 0.11% 212
2021
Q2 		$1.55M Sell
30,893
-13,771
-31% -$691K 0.1% 228
2021
Q1 		$2.24M Buy
44,664
+6,029
+16% +$303K 0.08% 223
2020
Q4 		$1.94M Sell
38,635
-3,430
-8% -$172K 0.08% 212
2020
Q3 		$2.11M Buy
42,065
+755
+2% +$37.8K 0.11% 175
2020
Q2 		$2.07M Sell
41,310
-48,993
-54% -$2.42M 0.11% 170
2020
Q1 		$4.38M Sell
90,303
-17,624
-16% -$878K 0.32% 79
2019
Q4 		$5.42M Sell
107,927
-49,974
-32% -$2.51M 0.41% 48
2019
Q3 		$7.95M Buy
+157,901
New +$7.94M 0.66% 33
2019
Q1 		$1.55M Sell
30,857
-535
-2% -$26.8K 0.17% 130
2018
Q4 		$1.56M Sell
31,392
-3,545
-10% -$177K 0.22% 97
2018
Q3 		$1.99M Buy
34,937
+2,644
+8% +$133K 0.29% 66
2018
Q2 		$1.62M Buy
32,293
+15,551
+93% +$780K 0.34% 71
2018
Q1 		$839K Buy
16,742
+3,031
+22% +$152K 0.21% 109
2017
Q4 		$688K Buy
13,711
+744
+6% +$37.4K 0.17% 123
2017
Q3 		$651K Buy
12,967
+920
+8% +$46.2K 0.17% 116
2017
Q2 		$605K Buy
+12,047
New +$605K 0.17% 117

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

Sowell Financial Services's NEAR Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 6.8% in Q2 2026, selling an estimated $31K and leaving 8,401 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #706.

Sowell Financial Services first reported a position in NEAR in Q2 2017 and has held it in 25 quarters since. The position peaked at $7.95M in Q3 2019. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Sowell Financial Services held 8,401 shares of iShares Short Maturity Bond ETF worth $426K as of Q2 2026.
  • Sowell Financial Services sold 612 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $31K.
  • iShares Short Maturity Bond ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #706 holding.
  • Sowell Financial Services first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and has held it in 25 quarters since.
  • Sowell Financial Services's iShares Short Maturity Bond ETF position peaked at $7.95M in Q3 2019.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.