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Steward Partners Investment Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Steward Partners Investment Advisory’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 		$19.7M Buy
388,871
+362,321
+1,365% +$18.4M 0.1% 200
2026
Q1 		$1.35M Sell
26,550
-2,668
-9% -$136K 0.01% 1012
2025
Q4 		$1.49M Sell
29,218
-98
-0.3% -$5.02K 0.01% 898
2025
Q3 		$1.5M Buy
29,316
+76
+0.3% +$3.88K 0.01% 884
2025
Q2 		$1.49M Buy
29,240
+182
+0.6% +$9.24K 0.01% 821
2025
Q1 		$1.48M Sell
29,058
-3,960
-12% -$201K 0.01% 771
2024
Q4 		$1.67M Sell
33,018
-1,132
-3% -$57.4K 0.01% 696
2024
Q3 		$1.75M Sell
34,150
-642
-2% -$32.6K 0.02% 671
2024
Q2 		$1.75M Sell
34,792
-1,322
-4% -$66.3K 0.02% 630
2024
Q1 		$1.82M Sell
36,114
-1,145
-3% -$57.8K 0.02% 608
2023
Q4 		$1.88M Buy
37,259
+2,806
+8% +$140K 0.03% 522
2023
Q3 		$1.72M Buy
34,453
+1,036
+3% +$51.5K 0.03% 511
2023
Q2 		$1.66M Sell
33,417
-3,666
-10% -$182K 0.02% 535
2023
Q1 		$1.84M Sell
37,083
-11,900
-24% -$589K 0.03% 483
2022
Q4 		$2.41M Sell
48,983
-71,149
-59% -$3.5M 0.04% 403
2022
Q3 		$5.92M Sell
120,132
-17,307
-13% -$853K 0.11% 199
2022
Q2 		$6.77M Buy
137,439
+4,760
+4% +$235K 0.12% 187
2022
Q1 		$6.58M Buy
132,679
+74,725
+129% +$3.72M 0.1% 213
2021
Q4 		$2.9M Sell
57,954
-4,026
-6% -$201K 0.04% 385
2021
Q3 		$3.11M Sell
61,980
-81,770
-57% -$4.1M 0.05% 341
2021
Q2 		$7.21M Buy
143,750
+108,724
+310% +$5.46M 0.12% 179
2021
Q1 		$1.76M Buy
35,026
+9,494
+37% +$477K 0.03% 469
2020
Q4 		$1.28M Sell
25,532
-16,994
-40% -$852K 0.03% 484
2020
Q3 		$2.13M Sell
42,526
-2,414
-5% -$121K 0.05% 307
2020
Q2 		$2.25M Sell
44,940
-8,571
-16% -$424K 0.06% 284
2020
Q1 		$2.59M Sell
53,511
-11,253
-17% -$561K 0.1% 226
2019
Q4 		$3.25M Sell
64,764
-17,144
-21% -$862K 0.1% 219
2019
Q3 		$4.12M Buy
81,908
+18,900
+30% +$950K 0.14% 161
2019
Q2 		$3.17M Buy
63,008
+25,104
+66% +$1.26M 0.12% 188
2019
Q1 		$1.9M Buy
37,904
+356
+0.9% +$17.8K 0.08% 241
2018
Q4 		$1.87M Buy
37,548
+8,120
+28% +$406K 0.09% 232
2018
Q3 		$1.48M Buy
29,428
+7,182
+32% +$360K 0.07% 270
2018
Q2 		$1.12M Buy
22,246
+21,846
+5,462% +$1.1M 0.07% 276
2018
Q1 		$20K Hold
400
– – ﹤0.01% 1333
2017
Q4 		$20K Buy
+400
New +$20.1K ﹤0.01% 1113

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

Steward Partners Investment Advisory's NEAR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Short Maturity Bond ETF (NEAR) stake by 1,365% in Q2 2026, buying an estimated $18.4M and bringing the position to 388,871 shares worth $19.7M. The position accounts for 0.1% of the portfolio, ranked #200.

Steward Partners Investment Advisory first reported a position in NEAR in Q4 2017 and has held it in 35 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Steward Partners Investment Advisory held 388,871 shares of iShares Short Maturity Bond ETF worth $19.7M as of Q2 2026.
  • Steward Partners Investment Advisory bought 362,321 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $18.4M.
  • iShares Short Maturity Bond ETF made up 0.1% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #200 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.