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Burke & Herbert Bank & Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Burke & Herbert Bank & Trust’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 		$478K Sell
9,437
-150
-2% -$7.61K 0.12% 150
2026
Q1 		$487K Buy
9,587
+3,235
+51% +$165K 0.13% 142
2025
Q4 		$325K Buy
+6,352
New +$325K 0.09% 173

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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

Burke & Herbert Bank & Trust's NEAR Position: Q2 2026 in Review

Burke & Herbert Bank & Trust reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.6% in Q2 2026, selling an estimated $7.61K and leaving 9,437 shares worth $478K. The position accounts for 0.12% of the portfolio, ranked #150.

Burke & Herbert Bank & Trust first reported a position in NEAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $487K in Q1 2026. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Burke & Herbert Bank & Trust held 9,437 shares of iShares Short Maturity Bond ETF worth $478K as of Q2 2026.
  • Burke & Herbert Bank & Trust sold 150 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $7.61K.
  • iShares Short Maturity Bond ETF made up 0.12% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #150 holding.
  • Burke & Herbert Bank & Trust first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Burke & Herbert Bank & Trust's iShares Short Maturity Bond ETF position peaked at $487K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.