WI
NEAR icon

WBI Investments’s iShares Short Maturity Bond ETF NEAR Stock Holding History

WBI Investments’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 		$455K Buy
8,960
+151
+2% +$7.71K 0.13% 197
2025
Q4 		$450K Sell
8,809
-3,570
-29% -$183K 0.12% 217
2025
Q3 		$635K Sell
12,379
-2,540
-17% -$130K 0.16% 161
2025
Q2 		$762K Buy
14,919
+8,424
+130% +$428K 0.2% 156
2025
Q1 		$330K Buy
+6,495
New +$329K 0.09% 166

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

WBI Investments's NEAR Position: Q1 2026 in Review

WBI Investments increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.7% in Q1 2026, buying an estimated $7.71K and bringing the position to 8,960 shares worth $455K. The position accounts for 0.13% of the portfolio, ranked #197.

WBI Investments first reported a position in NEAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $762K in Q2 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • WBI Investments held 8,960 shares of iShares Short Maturity Bond ETF worth $455K as of Q1 2026.
  • WBI Investments bought 151 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $7.71K.
  • iShares Short Maturity Bond ETF made up 0.13% of WBI Investments's portfolio in Q1 2026, its #197 holding.
  • WBI Investments first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • WBI Investments's iShares Short Maturity Bond ETF position peaked at $762K in Q2 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.