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Valley National Advisers’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Valley National Advisers’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 		$10.1M Buy
198,551
+9,943
+5% +$504K 1.12% 20
2026
Q1 		$9.59M Buy
188,608
+8,566
+5% +$437K 1.24% 17
2025
Q4 		$9.2M Buy
180,042
+16,523
+10% +$846K 1.27% 16
2025
Q3 		$8.38M Buy
163,519
+10,680
+7% +$546K 1.3% 13
2025
Q2 		$7.81M Buy
152,839
+10,795
+8% +$548K 1.27% 13
2025
Q1 		$7.22M Buy
142,044
+20,404
+17% +$1.03M 1.3% 13
2024
Q4 		$6.14M Buy
121,640
+18,088
+17% +$917K 1.1% 15
2024
Q3 		$5.3M Sell
103,552
-57,802
-36% -$2.94M 0.96% 17
2024
Q2 		$8.12M Buy
161,354
+2,010
+1% +$101K 1.2% 17
2024
Q1 		$8.04M Buy
159,344
+11,099
+7% +$560K 1.21% 19
2023
Q4 		$7.49M Buy
148,245
+3,891
+3% +$195K 1.19% 19
2023
Q3 		$7.2M Buy
144,354
+6,690
+5% +$333K 1.26% 19
2023
Q2 		$6.84M Buy
137,664
+4,248
+3% +$211K 1.15% 19
2023
Q1 		$6.62M Sell
133,416
-3,525
-3% -$175K 1.17% 19
2022
Q4 		$6.76M Buy
136,941
+60,564
+79% +$2.98M 1.21% 21
2022
Q3 		$3.75M Buy
76,377
+23,385
+44% +$1.15M 0.78% 28
2022
Q2 		$2.61M Sell
52,992
-9,875
-16% -$488K 0.55% 45
2022
Q1 		$3.12M Buy
62,867
+3,178
+5% +$158K 0.6% 40
2021
Q4 		$2.98M Sell
59,689
-39
-0.1% -$1.95K 0.55% 39
2021
Q3 		$3M Buy
59,728
+5,510
+10% +$276K 0.54% 36
2021
Q2 		$2.72M Buy
54,218
+9,238
+21% +$464K 0.5% 43
2021
Q1 		$2.26M Buy
44,980
+16,946
+60% +$851K 0.44% 47
2020
Q4 		$1.41M Buy
28,034
+27,947
+32,123% +$1.4M 0.29% 64
2020
Q3 		$4K Hold
87
– – ﹤0.01% 594
2020
Q2 		$4K Hold
87
– – ﹤0.01% 594
2020
Q1 		$4K Sell
87
-240
-73% -$12K ﹤0.01% 578
2019
Q4 		$16K Hold
327
– – ﹤0.01% 463
2019
Q3 		$16K Buy
+327
New +$16.4K ﹤0.01% 456

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

Valley National Advisers's NEAR Position: Q2 2026 in Review

Valley National Advisers increased its iShares Short Maturity Bond ETF (NEAR) stake by 5.3% in Q2 2026, buying an estimated $504K and bringing the position to 198,551 shares worth $10.1M. The position accounts for 1.12% of the portfolio, ranked #20.

Valley National Advisers first reported a position in NEAR in Q3 2019 and has held it in 28 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Valley National Advisers held 198,551 shares of iShares Short Maturity Bond ETF worth $10.1M as of Q2 2026.
  • Valley National Advisers bought 9,943 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $504K.
  • iShares Short Maturity Bond ETF made up 1.12% of Valley National Advisers's portfolio in Q2 2026, its #20 holding.
  • Valley National Advisers first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.