Bank of Montreal
NEAR icon

Bank of Montreal’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bank of Montreal’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 		$6.71M Buy
132,370
+10,432
+9% +$529K ﹤0.01% 1279
2026
Q1 		$6.2M Sell
121,938
-19,002
-13% -$970K ﹤0.01% 1244
2025
Q4 		$7.2M Sell
140,940
-6,175
-4% -$316K ﹤0.01% 1221
2025
Q3 		$7.54M Sell
147,115
-10,552
-7% -$539K ﹤0.01% 1156
2025
Q2 		$8.06M Sell
157,667
-19,564
-11% -$994K ﹤0.01% 1069
2025
Q1 		$9.02M Sell
177,231
-51,748
-23% -$2.62M ﹤0.01% 976
2024
Q4 		$11.6M Sell
228,979
-256,581
-53% -$13M 0.01% 940
2024
Q3 		$24.9M Buy
485,560
+122,308
+34% +$6.22M 0.01% 699
2024
Q2 		$18.3M Buy
363,252
+63,221
+21% +$3.17M 0.01% 798
2024
Q1 		$15.1M Buy
300,031
+108,539
+57% +$5.48M ﹤0.01% 833
2023
Q4 		$9.67M Sell
191,492
-205,298
-52% -$10.3M ﹤0.01% 1043
2023
Q3 		$19.8M Buy
396,790
+269,271
+211% +$13.4M 0.01% 719
2023
Q2 		$6.34M Buy
127,519
+103,456
+430% +$5.13M ﹤0.01% 1224
2023
Q1 		$1.19M Sell
24,063
-190,826
-89% -$9.45M ﹤0.01% 1945
2022
Q4 		$10.6M Sell
214,889
-118,963
-36% -$5.85M ﹤0.01% 965
2022
Q3 		$16.5K Buy
333,852
+71,631
+27% +$3.53M 0.01% 765
2022
Q2 		$13K Buy
262,221
+49,642
+23% +$2.45M 0.01% 942
2022
Q1 		$10.5M Buy
212,579
+131,457
+162% +$6.54M 0.01% 1120
2021
Q4 		$4.05M Sell
81,122
-21,659
-21% -$1.08M ﹤0.01% 1315
2021
Q3 		$5.15M Sell
102,781
-147,139
-59% -$7.38M ﹤0.01% 1617
2021
Q2 		$12.5M Buy
249,920
+169,608
+211% +$8.51M 0.01% 1144
2021
Q1 		$4.03M Buy
80,312
+23,199
+41% +$1.16M ﹤0.01% 1454
2020
Q4 		$2.87M Sell
57,113
-185,897
-76% -$9.32M ﹤0.01% 1660
2020
Q3 		$12.2M Buy
243,010
+18,869
+8% +$945K 0.01% 767
2020
Q2 		$11.2M Sell
224,141
-106,899
-32% -$5.28M 0.01% 791
2020
Q1 		$16.1M Buy
331,040
+192,155
+138% +$9.57M 0.02% 559
2019
Q4 		$6.98M Sell
138,885
-85,707
-38% -$4.31M 0.01% 1172
2019
Q3 		$11.3M Buy
224,592
+6,798
+3% +$342K 0.01% 834
2019
Q2 		$11M Sell
217,794
-7,904
-4% -$397K 0.01% 859
2019
Q1 		$11.3M Sell
225,698
-831
-0.4% -$41.6K 0.01% 814
2018
Q4 		$11.3M Buy
226,529
+18,669
+9% +$934K 0.01% 740
2018
Q3 		$10.4M Buy
207,860
+117,501
+130% +$5.89M 0.01% 882
2018
Q2 		$4.53M Buy
90,359
+43,016
+91% +$2.16M ﹤0.01% 1216
2018
Q1 		$2.38M Buy
47,343
+2,374
+5% +$119K ﹤0.01% 1495
2017
Q4 		$2.25M Buy
44,969
+37,325
+488% +$1.87M ﹤0.01% 1531
2017
Q3 		$384K Buy
+7,644
New +$384K ﹤0.01% 2391

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal's NEAR Position: Q2 2026 in Review

Bank of Montreal increased its iShares Short Maturity Bond ETF (NEAR) stake by 8.6% in Q2 2026, buying an estimated $529K and bringing the position to 132,370 shares worth $6.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Bank of Montreal first reported a position in NEAR in Q3 2017 and has held it in 36 quarters since. The position peaked at $24.9M in Q3 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Bank of Montreal held 132,370 shares of iShares Short Maturity Bond ETF worth $6.71M as of Q2 2026.
  • Bank of Montreal bought 10,432 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $529K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1279 holding.
  • Bank of Montreal first reported a position in iShares Short Maturity Bond ETF in Q3 2017 and has held it in 36 quarters since.
  • Bank of Montreal's iShares Short Maturity Bond ETF position peaked at $24.9M in Q3 2024.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.