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

Atria Wealth Solutions’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
2025 Q2	$3.47M	Buy	68,050 +59,035	+655%	+$3M	0.08%	278
2025 Q1	$459K	Sell	9,015 -12,411	-58%	-$629K	0.01%	1244
2024 Q4	$1.08M	Buy	21,426 +6,090	+40%	+$309K	0.01%	894
2024 Q3	$786K	Sell	15,336 -49,847	-76%	-$2.53M	0.01%	1020
2024 Q2	$3.28M	Sell	65,183 -146,590	-69%	-$7.35M	0.04%	458
2024 Q1	$10.7M	Buy	211,773 +196,386	+1,276%	+$9.91M	0.12%	184
2023 Q4	$777K	Sell	15,387 -95,381	-86%	-$4.77M	0.01%	984
2023 Q3	$5.53M	Buy	110,768 +82,510	+292%	+$4.1M	0.08%	266
2023 Q2	$1.4M	Sell	28,258 -51,662	-65%	-$2.56M	0.02%	709
2023 Q1	$3.96M	Buy	79,920 +21,132	+36%	+$1.05M	0.06%	319
2022 Q4	$2.9M	Buy	58,788 +20,555	+54%	+$1.01M	0.05%	393
2022 Q3	$1.88M	Sell	38,233 -1,287	-3%	-$63.4K	0.03%	506
2022 Q2	$1.95M	Sell	39,520 -56	-0.1%	-$2.77K	0.04%	453
2022 Q1	$1.96M	Buy	+39,576	New	+$1.97M	0.03%	489

Other funds holding NEAR

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atria Wealth Solutions's NEAR Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares Short Maturity Bond ETF (NEAR) stake by 655% in Q2 2025, buying an estimated $3M and bringing the position to 68,050 shares worth $3.47M. The position accounts for 0.08% of the portfolio, ranked #278.

Atria Wealth Solutions first reported a position in NEAR in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.7M in Q1 2024. 375 funds tracked by Wall St. Rank hold NEAR as of Q2 2025.

Atria Wealth Solutions held 68,050 shares of iShares Short Maturity Bond ETF worth $3.47M as of Q2 2025.
Atria Wealth Solutions bought 59,035 iShares Short Maturity Bond ETF shares in Q2 2025, an estimated $3M.
iShares Short Maturity Bond ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #278 holding.
Atria Wealth Solutions first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Short Maturity Bond ETF position peaked at $10.7M in Q1 2024.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.