Stifel Financial
NEAR icon

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

Stifel Financial’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 		$27M Buy
530,427
+9,606
+2% +$491K 0.02% 520
2025
Q4 		$26.6M Sell
520,821
-171,795
-25% -$8.79M 0.02% 533
2025
Q3 		$35.5M Buy
692,616
+44,460
+7% +$2.27M 0.03% 444
2025
Q2 		$33.1M Buy
648,156
+415,587
+179% +$21.1M 0.03% 443
2025
Q1 		$11.8M Buy
232,569
+50,827
+28% +$2.57M 0.01% 775
2024
Q4 		$9.18M Buy
181,742
+54,068
+42% +$2.74M 0.01% 888
2024
Q3 		$6.54M Sell
127,674
-26,404
-17% -$1.34M 0.01% 1050
2024
Q2 		$7.75M Buy
154,078
+49,609
+47% +$2.49M 0.01% 914
2024
Q1 		$5.27M Buy
104,469
+3,120
+3% +$157K 0.01% 1111
2023
Q4 		$5.12M Sell
101,349
-27,195
-21% -$1.36M 0.01% 1084
2023
Q3 		$6.41M Sell
128,544
-9,421
-7% -$469K 0.01% 918
2023
Q2 		$6.86M Sell
137,965
-1,728
-1% -$85.7K 0.01% 885
2023
Q1 		$6.93M Sell
139,693
-151,341
-52% -$7.49M 0.01% 838
2022
Q4 		$14.3M Buy
291,034
+13,931
+5% +$685K 0.02% 554
2022
Q3 		$13.7M Buy
277,103
+5,751
+2% +$283K 0.02% 535
2022
Q2 		$13.4M Buy
271,352
+143,317
+112% +$7.08M 0.02% 564
2022
Q1 		$6.35M Sell
128,035
-8,714
-6% -$434K 0.01% 935
2021
Q4 		$6.83M Sell
136,749
-17,400
-11% -$870K 0.01% 905
2021
Q3 		$7.73M Sell
154,149
-61,637
-29% -$3.09M 0.01% 820
2021
Q2 		$10.8M Buy
215,786
+98,925
+85% +$4.96M 0.02% 675
2021
Q1 		$5.87M Sell
116,861
-14,830
-11% -$745K 0.01% 874
2020
Q4 		$6.61M Sell
131,691
-110,181
-46% -$5.52M 0.01% 752
2020
Q3 		$12.1M Buy
241,872
+75,876
+46% +$3.8M 0.02% 485
2020
Q2 		$8.3M Buy
165,996
+32,453
+24% +$1.6M 0.02% 555
2020
Q1 		$6.46M Sell
133,543
-6,869
-5% -$342K 0.02% 586
2019
Q4 		$7.1M Sell
140,412
-19,760
-12% -$994K 0.01% 738
2019
Q3 		$8.1M Buy
160,172
+34,232
+27% +$1.72M 0.02% 640
2019
Q2 		$6.35M Buy
125,940
+20,623
+20% +$1.04M 0.02% 753
2019
Q1 		$5.3M Buy
105,317
+8,989
+9% +$450K 0.02% 794
2018
Q4 		$4.79M Sell
96,328
-74,561
-44% -$3.73M 0.02% 793
2018
Q3 		$8.58M Buy
170,889
+64,373
+60% +$3.23M 0.02% 607
2018
Q2 		$5.35M Buy
106,516
+29,011
+37% +$1.45M 0.02% 785
2018
Q1 		$3.89M Sell
77,505
-9,577
-11% -$480K 0.01% 893
2017
Q4 		$4.37M Buy
87,082
+28,822
+49% +$1.45M 0.01% 822
2017
Q3 		$2.94M Sell
58,260
-4,521
-7% -$227K 0.01% 951
2017
Q2 		$3.15M Buy
62,781
+8,486
+16% +$426K 0.01% 902
2017
Q1 		$2.73M Buy
54,295
+39,202
+260% +$1.97M 0.01% 961
2016
Q4 		$755K Buy
15,093
+10,680
+242% +$536K ﹤0.01% 1550
2016
Q3 		$221K Buy
+4,413
New +$221K ﹤0.01% 2127

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

Stifel Financial's NEAR Position: Q1 2026 in Review

Stifel Financial increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.8% in Q1 2026, buying an estimated $491K and bringing the position to 530,427 shares worth $27M. The position accounts for 0.02% of the portfolio, ranked #520.

Stifel Financial first reported a position in NEAR in Q3 2016 and has held it in 39 quarters since. The position peaked at $35.5M in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Stifel Financial held 530,427 shares of iShares Short Maturity Bond ETF worth $27M as of Q1 2026.
  • Stifel Financial bought 9,606 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $491K.
  • iShares Short Maturity Bond ETF made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #520 holding.
  • Stifel Financial first reported a position in iShares Short Maturity Bond ETF in Q3 2016 and has held it in 39 quarters since.
  • Stifel Financial's iShares Short Maturity Bond ETF position peaked at $35.5M in Q3 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.