Ameriprise
NEAR icon

Ameriprise’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ameriprise’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 		$59.9M Buy
1,182,343
+86,987
+8% +$4.41M 0.01% 850
2026
Q1 		$55.7M Sell
1,095,356
-46,304
-4% -$2.36M 0.01% 820
2025
Q4 		$58.3M Buy
1,141,660
+197,581
+21% +$10.1M 0.01% 797
2025
Q3 		$48.4M Buy
944,079
+25,890
+3% +$1.32M 0.01% 897
2025
Q2 		$46.9M Buy
918,189
+167,210
+22% +$8.49M 0.01% 896
2025
Q1 		$38.1M Buy
750,979
+216,744
+41% +$11M 0.01% 970
2024
Q4 		$27M Buy
534,235
+507,860
+1,926% +$25.8M 0.01% 1158
2024
Q3 		$1.35M Buy
+26,375
New +$1.34M ﹤0.01% 3091
2018
Q2 		– Sell
-10,369
Closed -$520K – 3673
2018
Q1 		$520K Buy
+10,369
New +$520K ﹤0.01% 3198
2017
Q3 		– Sell
-9,231
Closed -$464K – 3725
2017
Q2 		$464K Buy
+9,231
New +$464K ﹤0.01% 3259

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

Ameriprise's NEAR Position: Q2 2026 in Review

Ameriprise increased its iShares Short Maturity Bond ETF (NEAR) stake by 7.9% in Q2 2026, buying an estimated $4.41M and bringing the position to 1,182,343 shares worth $59.9M. The position accounts for 0.01% of the portfolio, ranked #850.

Ameriprise first reported a position in NEAR in Q2 2017 and has held it in 10 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Ameriprise held 1,182,343 shares of iShares Short Maturity Bond ETF worth $59.9M as of Q2 2026.
  • Ameriprise bought 86,987 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $4.41M.
  • iShares Short Maturity Bond ETF made up 0.01% of Ameriprise's portfolio in Q2 2026, its #850 holding.
  • Ameriprise first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and has held it in 10 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.