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Wellington Shields Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Wellington Shields Capital Management’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 		$246K Hold
4,849
– – 0.03% 243
2026
Q1 		$246K Sell
4,849
-1,335
-22% -$68.2K 0.04% 219
2025
Q4 		$316K Hold
6,184
– – 0.05% 201
2025
Q3 		$317K Hold
6,184
– – 0.05% 194
2025
Q2 		$316K Hold
6,184
– – 0.05% 190
2025
Q1 		$315K Buy
+6,184
New +$313K 0.06% 181

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

Wellington Shields Capital Management's NEAR Position: Q2 2026 in Review

Wellington Shields Capital Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 4,849 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #243.

Wellington Shields Capital Management first reported a position in NEAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $317K in Q3 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Wellington Shields Capital Management held 4,849 shares of iShares Short Maturity Bond ETF worth $246K as of Q2 2026.
  • Wellington Shields Capital Management left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up 0.03% of Wellington Shields Capital Management's portfolio in Q2 2026, its #243 holding.
  • Wellington Shields Capital Management first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Wellington Shields Capital Management's iShares Short Maturity Bond ETF position peaked at $317K in Q3 2025.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.