CIBC Private Wealth Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

CIBC Private Wealth Group’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	$263K	Sell	5,155 -247	-5%	-$12.6K	﹤0.01%	1068
2025 Q3	$277K	Sell	5,402 -3,939	-42%	-$201K	﹤0.01%	1041
2025 Q2	$477K	Sell	9,341 -30	-0.3%	-$1.52K	﹤0.01%	854
2025 Q1	$474K	Sell	9,371 -153	-2%	-$7.75K	﹤0.01%	828
2024 Q4	$481K	Buy	9,524 +81	+0.9%	+$4.11K	﹤0.01%	871
2024 Q3	$484K	Sell	9,443 -13,556	-59%	-$689K	﹤0.01%	882
2024 Q2	$1.16M	Sell	22,999 -1,504	-6%	-$75.4K	﹤0.01%	632
2024 Q1	$1.23M	Buy	+24,503	New	+$1.24M	﹤0.01%	621

Other funds holding NEAR

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

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

CCA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CIBC Private Wealth Group's NEAR Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 4.6% in Q4 2025, selling an estimated $12.6K and leaving 5,155 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

CIBC Private Wealth Group first reported a position in NEAR in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q1 2024. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

CIBC Private Wealth Group held 5,155 shares of iShares Short Maturity Bond ETF worth $263K as of Q4 2025.
CIBC Private Wealth Group sold 247 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $12.6K.
iShares Short Maturity Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1068 holding.
CIBC Private Wealth Group first reported a position in iShares Short Maturity Bond ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's iShares Short Maturity Bond ETF position peaked at $1.23M in Q1 2024.
396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.