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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
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

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

Wellington Shields & Co's NEAR Position: Q1 2026 in Review

Wellington Shields & Co held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 2,646 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #262.

Wellington Shields & Co first reported a position in NEAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $135K in Q4 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Wellington Shields & Co held 2,646 shares of iShares Short Maturity Bond ETF worth $135K as of Q1 2026.
  • Wellington Shields & Co left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
  • iShares Short Maturity Bond ETF made up 0.03% of Wellington Shields & Co's portfolio in Q1 2026, its #262 holding.
  • Wellington Shields & Co first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Wellington Shields & Co's iShares Short Maturity Bond ETF position peaked at $135K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.