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 Q2	$612K	Buy	12,075 +8,253	+216%	+$418K	0.01%	440
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atlantic Union Bankshares's NEAR Position: Q2 2026 in Review

Atlantic Union Bankshares increased its iShares Short Maturity Bond ETF (NEAR) stake by 216% in Q2 2026, buying an estimated $418K and bringing the position to 12,075 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #440.

Atlantic Union Bankshares first reported a position in NEAR in Q1 2021 and has held it in 14 quarters since. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Atlantic Union Bankshares held 12,075 shares of iShares Short Maturity Bond ETF worth $612K as of Q2 2026.
Atlantic Union Bankshares bought 8,253 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $418K.
iShares Short Maturity Bond ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #440 holding.
Atlantic Union Bankshares first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and has held it in 14 quarters since.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.