Stephens Inc’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Stephens Inc’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	$296K	Buy	5,852 +1,566	+37%	+$79.4K	﹤0.01%	1081
2026 Q1	$218K	Buy	+4,286	New	+$219K	﹤0.01%	1175
2025 Q2	–	Sell	-8,835	Closed	-$449K	–	1310
2025 Q1	$449K	Sell	8,835 -9,855	-53%	-$499K	0.01%	857
2024 Q4	$944K	Hold	18,690	–	–	0.01%	627
2024 Q3	$958K	Hold	18,690	–	–	0.01%	621
2024 Q2	$941K	Buy	18,690 +7,990	+75%	+$401K	0.01%	608
2024 Q1	$540K	Hold	10,700	–	–	0.01%	782
2023 Q4	$541K	Buy	+10,700	New	+$536K	0.01%	719
2020 Q1	–	Sell	-5,021	Closed	-$252K	–	1173
2019 Q4	$252K	Hold	5,021	–	–	0.01%	932
2019 Q3	$253K	Hold	5,021	–	–	0.01%	972
2019 Q2	$253K	Buy	+5,021	New	+$252K	0.01%	989

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stephens Inc's NEAR Position: Q2 2026 in Review

Stephens Inc increased its iShares Short Maturity Bond ETF (NEAR) stake by 37% in Q2 2026, buying an estimated $79.4K and bringing the position to 5,852 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Stephens Inc first reported a position in NEAR in Q2 2019 and has held it in 11 quarters since. The position peaked at $958K in Q3 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Stephens Inc held 5,852 shares of iShares Short Maturity Bond ETF worth $296K as of Q2 2026.
Stephens Inc bought 1,566 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $79.4K.
iShares Short Maturity Bond ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1081 holding.
Stephens Inc first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and has held it in 11 quarters since.
Stephens Inc's iShares Short Maturity Bond ETF position peaked at $958K in Q3 2024.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.