Atlantic Union Bankshares’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Atlantic Union Bankshares’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	$194K	Hold	3,822	–	–	﹤0.01%	590
2025 Q4	$195K	Hold	3,822	–	–	﹤0.01%	592
2025 Q3	$196K	Buy	+3,822	New	+$195K	﹤0.01%	601
2023 Q3	–	Sell	-4,320	Closed	-$215K	–	276
2023 Q2	$215K	Hold	4,320	–	–	0.02%	268
2023 Q1	$214K	Hold	4,320	–	–	0.02%	265
2022 Q4	$213K	Hold	4,320	–	–	0.02%	244
2022 Q3	$213K	Hold	4,320	–	–	0.02%	238
2022 Q2	$213K	Hold	4,320	–	–	0.02%	242
2022 Q1	$214K	Hold	4,320	–	–	0.02%	246
2021 Q4	$216K	Hold	4,320	–	–	0.02%	251
2021 Q3	$217K	Hold	4,320	–	–	0.02%	253
2021 Q2	$217K	Hold	4,320	–	–	0.02%	258
2021 Q1	$217K	Buy	+4,320	New	+$217K	0.02%	251

Other funds holding NEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atlantic Union Bankshares's NEAR Position: Q1 2026 in Review

Atlantic Union Bankshares held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 3,822 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Atlantic Union Bankshares first reported a position in NEAR in Q1 2021 and has held it in 13 quarters since. The position peaked at $217K in Q3 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Atlantic Union Bankshares held 3,822 shares of iShares Short Maturity Bond ETF worth $194K as of Q1 2026.
Atlantic Union Bankshares left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
iShares Short Maturity Bond ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #590 holding.
Atlantic Union Bankshares first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and has held it in 13 quarters since.
Atlantic Union Bankshares's iShares Short Maturity Bond ETF position peaked at $217K in Q3 2021.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.