Bank of New York Mellon
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Bank of New York Mellon’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bank of New York Mellon’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
Q4 		– Sell
-4,994
Closed -$256K – 4249
2025
Q3 		$256K Sell
4,994
-2,078
-29% -$106K ﹤0.01% 3925
2025
Q2 		$361K Sell
7,072
-4,012
-36% -$204K ﹤0.01% 3700
2025
Q1 		$564K Buy
11,084
+1,119
+11% +$56.7K ﹤0.01% 3387
2024
Q4 		$503K Buy
9,965
+1,917
+24% +$97.2K ﹤0.01% 3519
2024
Q3 		$412K Sell
8,048
-2,714
-25% -$138K ﹤0.01% 3613
2024
Q2 		$542K Buy
10,762
+1,032
+11% +$51.8K ﹤0.01% 3542
2024
Q1 		$491K Sell
9,730
-3,584
-27% -$181K ﹤0.01% 3536
2023
Q4 		$673K Sell
13,314
-53
-0.4% -$2.65K ﹤0.01% 3393
2023
Q3 		$667K Buy
13,367
+3,557
+36% +$177K ﹤0.01% 3402
2023
Q2 		$488K Sell
9,810
-2,394
-20% -$119K ﹤0.01% 3610
2023
Q1 		$605K Sell
12,204
-1,929
-14% -$95.5K ﹤0.01% 3386
2022
Q4 		$696K Buy
14,133
+850
+6% +$41.8K ﹤0.01% 3373
2022
Q3 		$654K Buy
13,283
+3,351
+34% +$165K ﹤0.01% 3429
2022
Q2 		$489K Buy
9,932
+2,851
+40% +$141K ﹤0.01% 3607
2022
Q1 		$351K Buy
+7,081
New +$352K ﹤0.01% 3920
2021
Q4 		– Sell
-88,571
Closed -$4.44M – 4653
2021
Q3 		$4.44M Buy
88,571
+75,908
+599% +$3.81M ﹤0.01% 2553
2021
Q2 		$635K Buy
12,663
+6,823
+117% +$342K ﹤0.01% 3655
2021
Q1 		$293K Buy
+5,840
New +$293K ﹤0.01% 3916
2020
Q4 		– Sell
-147,056
Closed -$7.37M – 4244
2020
Q3 		$7.37M Buy
147,056
+40,346
+38% +$2.02M ﹤0.01% 2013
2020
Q2 		$5.34M Sell
106,710
-146,738
-58% -$7.25M ﹤0.01% 2181
2020
Q1 		$12.3M Buy
253,448
+100,694
+66% +$5.02M ﹤0.01% 1577
2019
Q4 		$7.68M Sell
152,754
-63,422
-29% -$3.19M ﹤0.01% 2126
2019
Q3 		$10.9M Buy
216,176
+65,233
+43% +$3.28M ﹤0.01% 1874
2019
Q2 		$7.6M Buy
150,943
+97,309
+181% +$4.89M ﹤0.01% 2117
2019
Q1 		$2.69M Buy
+53,634
New +$2.69M ﹤0.01% 2627
2018
Q2 		– Sell
-7,182
Closed -$361K – 4273
2018
Q1 		$361K Buy
+7,182
New +$360K ﹤0.01% 3724

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon's NEAR Position: Q4 2025 in Review

Bank of New York Mellon sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 4,994 shares — an estimated $256K sold.

Bank of New York Mellon first reported a position in NEAR in Q1 2018 and held it in 26 quarters. The position peaked at $12.3M in Q1 2020. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • Bank of New York Mellon reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 4,994 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $256K.
  • Bank of New York Mellon first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 26 quarters.
  • Bank of New York Mellon's iShares Short Maturity Bond ETF position peaked at $12.3M in Q1 2020.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Bank of New York Mellon's 13F filing for Q4 2025, filed 10 Feb 2026.