Wells Fargo
NEAR icon

Wells Fargo’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Wells Fargo’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 		$141M Buy
2,764,146
+69,630
+3% +$3.56M 0.03% 510
2025
Q4 		$138M Sell
2,694,516
-2,534
-0.1% -$130K 0.03% 507
2025
Q3 		$138M Buy
2,697,050
+87,871
+3% +$4.49M 0.03% 491
2025
Q2 		$133M Buy
2,609,179
+280,288
+12% +$14.2M 0.03% 463
2025
Q1 		$118M Buy
2,328,891
+385,128
+20% +$19.5M 0.03% 479
2024
Q4 		$98.2M Buy
1,943,763
+342,089
+21% +$17.3M 0.02% 544
2024
Q3 		$82.1M Sell
1,601,674
-137,126
-8% -$6.97M 0.02% 601
2024
Q2 		$87.5M Sell
1,738,800
-33,718
-2% -$1.69M 0.02% 551
2024
Q1 		$89.4M Buy
1,772,518
+134,209
+8% +$6.77M 0.02% 541
2023
Q4 		$82.8M Buy
1,638,309
+231,561
+16% +$11.6M 0.02% 537
2023
Q3 		$70.2M Sell
1,406,748
-8,444
-0.6% -$420K 0.02% 555
2023
Q2 		$70.4M Sell
1,415,192
-141,626
-9% -$7.03M 0.02% 580
2023
Q1 		$77.2M Sell
1,556,818
-115,343
-7% -$5.71M 0.02% 526
2022
Q4 		$82.4M Sell
1,672,161
-510,836
-23% -$25.1M 0.02% 490
2022
Q3 		$108M Buy
2,182,997
+109,347
+5% +$5.39M 0.04% 377
2022
Q2 		$102M Sell
2,073,650
-111,414
-5% -$5.51M 0.03% 404
2022
Q1 		$108M Buy
2,185,064
+770,211
+54% +$38.3M 0.03% 469
2021
Q4 		$70.7M Sell
1,414,853
-361,167
-20% -$18.1M 0.02% 634
2021
Q3 		$89M Sell
1,776,020
-376,729
-17% -$18.9M 0.02% 719
2021
Q2 		$108M Sell
2,152,749
-67,387
-3% -$3.38M 0.02% 639
2021
Q1 		$111M Buy
2,220,136
+99,813
+5% +$5.01M 0.03% 614
2020
Q4 		$106M Sell
2,120,323
-293,155
-12% -$14.7M 0.03% 612
2020
Q3 		$121M Sell
2,413,478
-256,038
-10% -$12.8M 0.03% 484
2020
Q2 		$134M Sell
2,669,516
-1,154,524
-30% -$57.1M 0.04% 429
2020
Q1 		$185M Sell
3,824,040
-1,372,966
-26% -$68.4M 0.06% 283
2019
Q4 		$261M Buy
5,197,006
+307,178
+6% +$15.4M 0.07% 272
2019
Q3 		$246M Buy
4,889,828
+252,272
+5% +$12.7M 0.07% 279
2019
Q2 		$233M Buy
4,637,556
+349,230
+8% +$17.5M 0.07% 292
2019
Q1 		$215M Buy
4,288,326
+916,207
+27% +$45.9M 0.06% 301
2018
Q4 		$168M Buy
3,372,119
+919,105
+37% +$46M 0.06% 330
2018
Q3 		$123M Buy
2,453,014
+232,971
+10% +$11.7M 0.03% 505
2018
Q2 		$111M Buy
2,220,043
+466,908
+27% +$23.4M 0.03% 534
2018
Q1 		$87.9M Buy
1,753,135
+167,634
+11% +$8.41M 0.03% 623
2017
Q4 		$79.5M Sell
1,585,501
-320,675
-17% -$16.1M 0.02% 682
2017
Q3 		$95.9M Sell
1,906,176
-936,705
-33% -$47.1M 0.03% 568
2017
Q2 		$143M Buy
2,842,881
+73,006
+3% +$3.67M 0.05% 410
2017
Q1 		$139M Buy
2,769,875
+208,030
+8% +$10.4M 0.05% 419
2016
Q4 		$129M Sell
2,561,845
-150,672
-6% -$7.56M 0.05% 417
2016
Q3 		$136M Sell
2,712,517
-245,490
-8% -$12.3M 0.05% 401
2016
Q2 		$148M Sell
2,958,007
-99,653
-3% -$4.99M 0.06% 359
2016
Q1 		$153M Sell
3,057,660
-597,619
-16% -$29.9M 0.06% 344
2015
Q4 		$183M Buy
3,655,279
+3,100,450
+559% +$155M 0.07% 301
2015
Q3 		$27.8M Buy
554,829
+403,258
+266% +$20.2M 0.01% 1082
2015
Q2 		$7.6M Buy
151,571
+148,802
+5,374% +$7.46M ﹤0.01% 2113
2015
Q1 		$139K Sell
2,769
-1,799
-39% -$90.1K ﹤0.01% 4601
2014
Q4 		$228K Buy
+4,568
New +$229K ﹤0.01% 4355

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
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
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Wells Fargo's NEAR Position: Q1 2026 in Review

Wells Fargo increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.6% in Q1 2026, buying an estimated $3.56M and bringing the position to 2,764,146 shares worth $141M. The position accounts for 0.03% of the portfolio, ranked #510.

Wells Fargo first reported a position in NEAR in Q4 2014 and has held it in 46 quarters since. The position peaked at $261M in Q4 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Wells Fargo held 2,764,146 shares of iShares Short Maturity Bond ETF worth $141M as of Q1 2026.
  • Wells Fargo bought 69,630 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $3.56M.
  • iShares Short Maturity Bond ETF made up 0.03% of Wells Fargo's portfolio in Q1 2026, its #510 holding.
  • Wells Fargo first reported a position in iShares Short Maturity Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Wells Fargo's iShares Short Maturity Bond ETF position peaked at $261M in Q4 2019.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.