Thrivent Financial for Lutherans
NEAR icon

Thrivent Financial for Lutherans’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Thrivent Financial for Lutherans’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 		$7.89M Buy
155,128
+17,098
+12% +$873K 0.02% 727
2025
Q4 		$7.06M Sell
138,030
-11,073
-7% -$567K 0.01% 809
2025
Q3 		$7.65M Buy
+149,103
New +$7.62M 0.02% 707
2025
Q2 		– Sell
-104,632
Closed -$5.29M – 2530
2025
Q1 		$5.29M Hold
104,632
– – 0.01% 813
2024
Q4 		$5.29M Buy
104,632
+19,280
+23% +$978K 0.01% 886
2024
Q3 		$4.37M Buy
85,352
+15,971
+23% +$812K 0.01% 984
2024
Q2 		$3.49M Buy
69,381
+13,062
+23% +$655K 0.01% 1049
2024
Q1 		$2.84M Buy
56,319
+39,311
+231% +$1.98M 0.01% 1169
2023
Q4 		$859K Sell
17,008
-2,594
-13% -$130K ﹤0.01% 1929
2023
Q3 		$978K Sell
19,602
-1,908
-9% -$94.9K ﹤0.01% 1753
2023
Q2 		$1.07M Sell
21,510
-12,470
-37% -$619K ﹤0.01% 1767
2023
Q1 		$1.69M Sell
33,980
-140,798
-81% -$6.97M ﹤0.01% 1414
2022
Q4 		$8.61M Buy
174,778
+6,411
+4% +$315K 0.02% 635
2022
Q3 		$8.29M Sell
168,367
-748
-0.4% -$36.9K 0.02% 646
2022
Q2 		$8.33M Buy
169,115
+104,004
+160% +$5.14M 0.02% 671
2022
Q1 		$3.23M Buy
65,111
+6,266
+11% +$312K 0.01% 1059
2021
Q4 		$2.95M Sell
58,845
-7,755
-12% -$388K 0.01% 1154
2021
Q3 		$3.34M Buy
66,600
+7,755
+13% +$389K 0.01% 1063
2021
Q2 		$2.95M Buy
58,845
+14,936
+34% +$749K 0.01% 1181
2021
Q1 		$2.2M Buy
43,909
+11,929
+37% +$599K ﹤0.01% 1354
2020
Q4 		$1.6M Sell
31,980
-175,470
-85% -$8.8M ﹤0.01% 1455
2020
Q3 		$10.4M Sell
207,450
-151,863
-42% -$7.6M 0.03% 584
2020
Q2 		$17.5M Sell
359,313
-30,100
-8% -$1.49M 0.05% 394
2020
Q1 		$18.9M Buy
389,413
+190,740
+96% +$9.5M 0.07% 329
2019
Q4 		$9.98M Sell
198,673
-147,726
-43% -$7.43M 0.03% 564
2019
Q3 		$17.4M Sell
346,399
-34,990
-9% -$1.76M 0.05% 365
2019
Q2 		$19.2M Sell
381,389
-40,396
-10% -$2.03M 0.06% 346
2019
Q1 		$21.2M Buy
421,785
+70,414
+20% +$3.53M 0.07% 310
2018
Q4 		$17.6M Hold
351,371
– – 0.06% 326
2018
Q3 		$17.6M Buy
351,371
+214,233
+156% +$10.7M 0.06% 357
2018
Q2 		$6.88M Buy
137,138
+12,425
+10% +$623K 0.02% 586
2018
Q1 		$6.26M Buy
124,713
+42,653
+52% +$2.14M 0.02% 595
2017
Q4 		$4.11M Buy
82,060
+12,243
+18% +$615K 0.01% 697
2017
Q3 		$3.51M Buy
+69,817
New +$3.51M 0.01% 709

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

Thrivent Financial for Lutherans's NEAR Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its iShares Short Maturity Bond ETF (NEAR) stake by 12% in Q1 2026, buying an estimated $873K and bringing the position to 155,128 shares worth $7.89M. The position accounts for 0.02% of the portfolio, ranked #727.

Thrivent Financial for Lutherans first reported a position in NEAR in Q3 2017 and has held it in 34 quarters since. The position peaked at $21.2M in Q1 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Thrivent Financial for Lutherans held 155,128 shares of iShares Short Maturity Bond ETF worth $7.89M as of Q1 2026.
  • Thrivent Financial for Lutherans bought 17,098 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $873K.
  • iShares Short Maturity Bond ETF made up 0.02% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #727 holding.
  • Thrivent Financial for Lutherans first reported a position in iShares Short Maturity Bond ETF in Q3 2017 and has held it in 34 quarters since.
  • Thrivent Financial for Lutherans's iShares Short Maturity Bond ETF position peaked at $21.2M in Q1 2019.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.