WI
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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
Q2 		$394K Sell
7,774
-1,186
-13% -$60.1K 0.1% 220
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

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

WBI Investments's NEAR Position: Q2 2026 in Review

WBI Investments reduced its iShares Short Maturity Bond ETF (NEAR) stake by 13% in Q2 2026, selling an estimated $60.1K and leaving 7,774 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #220.

WBI Investments first reported a position in NEAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $762K in Q2 2025. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • WBI Investments held 7,774 shares of iShares Short Maturity Bond ETF worth $394K as of Q2 2026.
  • WBI Investments sold 1,186 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $60.1K.
  • iShares Short Maturity Bond ETF made up 0.1% of WBI Investments's portfolio in Q2 2026, its #220 holding.
  • WBI Investments first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • WBI Investments's iShares Short Maturity Bond ETF position peaked at $762K in Q2 2025.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.