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Atria Investments’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Atria Investments’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 		$868K Sell
17,069
-721
-4% -$36.8K 0.01% 1137
2025
Q4 		$909K Sell
17,790
-1,703
-9% -$87.2K 0.01% 1123
2025
Q3 		$1,000K Sell
19,493
-36,975
-65% -$1.89M 0.01% 1056
2025
Q2 		$2.89M Buy
56,468
+17,769
+46% +$902K 0.03% 579
2025
Q1 		$1.97M Buy
38,699
+25,521
+194% +$1.29M 0.03% 712
2024
Q4 		$665K Sell
13,178
-112
-0.8% -$5.68K 0.01% 1184
2024
Q3 		$681K Sell
13,290
-33
-0.2% -$1.68K 0.01% 1178
2024
Q2 		$671K Buy
+13,323
New +$668K 0.01% 1153
2024
Q1 		– Sell
-45,060
Closed -$2.28M – 996
2023
Q4 		$2.28M Buy
45,060
+3,155
+8% +$158K 0.04% 548
2023
Q3 		$2.09M Buy
+41,905
New +$2.08M 0.04% 553
2023
Q2 		– Sell
-42,095
Closed -$2.09M – 866
2023
Q1 		$2.09M Buy
42,095
+863
+2% +$42.7K 0.04% 518
2022
Q4 		$2.03M Sell
41,232
-44
-0.1% -$2.16K 0.04% 504
2022
Q3 		$2.03M Buy
41,276
+8,323
+25% +$410K 0.04% 477
2022
Q2 		$1.62M Buy
+32,953
New +$1.63M 0.03% 570
2020
Q4 		– Sell
-94,657
Closed -$4.74M – 687
2020
Q3 		$4.74M Buy
94,657
+17,929
+23% +$898K 0.14% 162
2020
Q2 		$3.84M Sell
76,728
-91,785
-54% -$4.54M 0.13% 182
2020
Q1 		$8.17M Sell
168,513
-2,235
-1% -$111K 0.63% 37
2019
Q4 		$8.58M Sell
170,748
-59,887
-26% -$3.01M 0.23% 96
2019
Q3 		$11.6M Sell
230,635
-73,525
-24% -$3.7M 0.41% 46
2019
Q2 		$15.3M Sell
304,160
-21,821
-7% -$1.1M 0.57% 29
2019
Q1 		$16.4M Buy
325,981
+59,633
+22% +$2.99M 0.69% 26
2018
Q4 		$13.3M Buy
266,348
+36,130
+16% +$1.81M 0.59% 30
2018
Q3 		$11.6M Buy
230,218
+115,524
+101% +$5.79M 0.46% 38
2018
Q2 		$5.75M Buy
114,694
+72,485
+172% +$3.63M 0.25% 73
2018
Q1 		$2.12M Buy
42,209
+9,755
+30% +$489K 0.1% 211
2017
Q4 		$1.63M Buy
32,454
+5,611
+21% +$282K 0.08% 246
2017
Q3 		$1.35M Buy
26,843
+522
+2% +$26.2K 0.07% 251
2017
Q2 		$1.32M Buy
26,321
+1,368
+5% +$68.7K 0.08% 241
2017
Q1 		$1.25M Buy
24,953
+320
+1% +$16.1K 0.08% 228
2016
Q4 		$1.24M Buy
24,633
+7,647
+45% +$384K 0.09% 216
2016
Q3 		$853K Sell
16,986
-15,599
-48% -$782K 0.08% 220
2016
Q2 		$1.63M Sell
32,585
-10,285
-24% -$515K 0.18% 97
2016
Q1 		$2.15M Buy
42,870
+29,890
+230% +$1.49M 0.24% 60
2015
Q4 		$649K Buy
12,980
+667
+5% +$33.4K 0.07% 192
2015
Q3 		$617K Buy
12,313
+724
+6% +$36.3K 0.09% 163
2015
Q2 		$581K Sell
11,589
-2,551
-18% -$128K 0.07% 218
2015
Q1 		$709K Buy
+14,140
New +$708K 0.08% 194

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

Atria Investments's NEAR Position: Q1 2026 in Review

Atria Investments reduced its iShares Short Maturity Bond ETF (NEAR) stake by 4.1% in Q1 2026, selling an estimated $36.8K and leaving 17,069 shares worth $868K. The position accounts for 0.01% of the portfolio, ranked #1137.

Atria Investments first reported a position in NEAR in Q1 2015 and has held it in 37 quarters since. The position peaked at $16.4M in Q1 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Atria Investments held 17,069 shares of iShares Short Maturity Bond ETF worth $868K as of Q1 2026.
  • Atria Investments sold 721 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $36.8K.
  • iShares Short Maturity Bond ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1137 holding.
  • Atria Investments first reported a position in iShares Short Maturity Bond ETF in Q1 2015 and has held it in 37 quarters since.
  • Atria Investments's iShares Short Maturity Bond ETF position peaked at $16.4M in Q1 2019.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.