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Wellington Shields & Co’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Wellington Shields & Co’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 		$108K Sell
2,141
-505
-19% -$25.6K 0.02% 281
2026
Q1 		$135K Hold
2,646
– – 0.03% 262
2025
Q4 		$135K Buy
2,646
+2,635
+23,955% +$135K 0.03% 265
2025
Q3 		$564 Hold
11
– – ﹤0.01% 324
2025
Q2 		$562 Buy
+11
New +$559 ﹤0.01% 316

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 & Co's NEAR Position: Q2 2026 in Review

Wellington Shields & Co reduced its iShares Short Maturity Bond ETF (NEAR) stake by 19% in Q2 2026, selling an estimated $25.6K and leaving 2,141 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #281.

Wellington Shields & Co first reported a position in NEAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $135K in Q4 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Wellington Shields & Co held 2,141 shares of iShares Short Maturity Bond ETF worth $108K as of Q2 2026.
  • Wellington Shields & Co sold 505 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $25.6K.
  • iShares Short Maturity Bond ETF made up 0.02% of Wellington Shields & Co's portfolio in Q2 2026, its #281 holding.
  • Wellington Shields & Co first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Wellington Shields & Co's iShares Short Maturity Bond ETF position peaked at $135K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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