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StoneX Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

StoneX Group’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 		$285K Buy
5,623
+20
+0.4% +$1.01K 0.01% 854
2026
Q1 		$285K Buy
+5,603
New +$286K 0.02% 594
2024
Q3 		– Sell
-9,610
Closed -$484K – 760
2024
Q2 		$484K Buy
+9,610
New +$482K 0.04% 338
2021
Q1 		– Sell
-4,443
Closed -$223K – 428
2020
Q4 		$223K Sell
4,443
-462
-9% -$23.2K 0.05% 325
2020
Q3 		$246K Buy
4,905
+864
+21% +$43.3K 0.08% 263
2020
Q2 		$202K Buy
+4,041
New +$200K 0.08% 275
2020
Q1 		– Sell
-4,789
Closed -$241K – 295
2019
Q4 		$241K Sell
4,789
-718
-13% -$36.1K 0.1% 248
2019
Q3 		$277K Sell
5,507
-326
-6% -$16.4K 0.17% 185
2019
Q2 		$294K Sell
5,833
-1,236
-17% -$62.1K 0.19% 165
2019
Q1 		$355K Buy
7,069
+785
+12% +$39.3K 0.27% 131
2018
Q4 		$313K Sell
6,284
-372
-6% -$18.6K 0.3% 122
2018
Q3 		$334K Buy
6,656
+1,439
+28% +$72.2K 0.25% 144
2018
Q2 		$262K Buy
+5,217
New +$262K 0.23% 174
2017
Q3 		– Sell
-4,125
Closed -$207K – 290
2017
Q2 		$207K Buy
+4,125
New +$207K 0.06% 356

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

StoneX Group's NEAR Position: Q2 2026 in Review

StoneX Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.36% in Q2 2026, buying an estimated $1.01K and bringing the position to 5,623 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #854.

StoneX Group first reported a position in NEAR in Q2 2017 and has held it in 14 quarters since. The position peaked at $484K in Q2 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • StoneX Group held 5,623 shares of iShares Short Maturity Bond ETF worth $285K as of Q2 2026.
  • StoneX Group bought 20 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.01K.
  • iShares Short Maturity Bond ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #854 holding.
  • StoneX Group first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and has held it in 14 quarters since.
  • StoneX Group's iShares Short Maturity Bond ETF position peaked at $484K in Q2 2024.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.