William Blair & Company
NEAR icon

William Blair & Company’s iShares Short Maturity Bond ETF NEAR Stock Holding History

William Blair & Company’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 		$203K Hold
3,997
– – ﹤0.01% 1477
2025
Q4 		$204K Buy
+3,997
New +$205K ﹤0.01% 1456
2023
Q4 		– Sell
-871
Closed -$43.5K – 1828
2023
Q3 		$43.5K Buy
871
+298
+52% +$14.8K ﹤0.01% 1600
2023
Q2 		$28.5K Sell
573
-148
-21% -$7.34K ﹤0.01% 1663
2023
Q1 		$35.8K Buy
721
+278
+63% +$13.8K ﹤0.01% 1625
2022
Q4 		$21.8K Hold
443
– – ﹤0.01% 1677
2022
Q3 		$22K Hold
443
– – ﹤0.01% 1689
2022
Q2 		$22K Hold
443
– – ﹤0.01% 1717
2022
Q1 		$22K Sell
443
-165,979
-100% -$8.26M ﹤0.01% 1784
2021
Q4 		$8.31M Buy
166,422
+165,704
+23,079% +$8.29M 0.03% 380
2021
Q3 		$36K Sell
718
-1,499
-68% -$75.2K ﹤0.01% 1713
2021
Q2 		$111K Hold
2,217
– – ﹤0.01% 1599
2021
Q1 		$111K Hold
2,217
– – ﹤0.01% 1579
2020
Q4 		$111K Sell
2,217
-28
-1% -$1.4K ﹤0.01% 1536
2020
Q3 		$112K Sell
2,245
-2,280
-50% -$114K ﹤0.01% 1414
2020
Q2 		$226K Buy
4,525
+2,280
+102% +$113K ﹤0.01% 1192
2020
Q1 		$109K Sell
2,245
-4,667
-68% -$232K ﹤0.01% 1289
2019
Q4 		$347K Hold
6,912
– – ﹤0.01% 1126
2019
Q3 		$348K Sell
6,912
-320
-4% -$16.1K ﹤0.01% 1069
2019
Q2 		$364K Hold
7,232
– – ﹤0.01% 1088
2019
Q1 		$363K Sell
7,232
-1,191
-14% -$59.6K ﹤0.01% 1078
2018
Q4 		$422K Buy
+8,423
New +$421K ﹤0.01% 969

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

William Blair & Company's NEAR Position: Q1 2026 in Review

William Blair & Company held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 3,997 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

William Blair & Company first reported a position in NEAR in Q4 2018 and has held it in 22 quarters since. The position peaked at $8.31M in Q4 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • William Blair & Company held 3,997 shares of iShares Short Maturity Bond ETF worth $203K as of Q1 2026.
  • William Blair & Company left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1477 holding.
  • William Blair & Company first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 22 quarters since.
  • William Blair & Company's iShares Short Maturity Bond ETF position peaked at $8.31M in Q4 2021.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.