Corient Private Wealth
NEAR icon

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

Corient Private Wealth’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 		$1.02M Sell
20,086
-243,304
-92% -$12.3M ﹤0.01% 1804
2026
Q1 		$19.4K Buy
263,390
+119
+0% +$6.08K ﹤0.01% 2782
2025
Q4 		$13.5M Sell
263,271
-16
-0% -$819 0.02% 490
2025
Q3 		$13.5M Sell
263,287
-43,166
-14% -$2.2M 0.02% 464
2025
Q2 		$15.7M Buy
+306,453
New +$15.6M 0.02% 430
2025
Q1 		– Sell
-344,302
Closed -$139K – 2390
2024
Q4 		$139K Sell
344,302
-67,285
-16% -$3.41M ﹤0.01% 2185
2024
Q3 		$21.1M Sell
411,587
-129,309
-24% -$6.57M 0.03% 408
2024
Q2 		$27.2M Sell
540,896
-41,813
-7% -$2.1M 0.05% 328
2024
Q1 		$29.4M Buy
582,709
+6,795
+1% +$343K 0.05% 319
2023
Q4 		$29.1M Buy
575,914
+89,988
+19% +$4.5M 0.05% 319
2023
Q3 		$24.2M Sell
485,926
-24,700
-5% -$1.23M 0.06% 304
2023
Q2 		$25.4M Buy
510,626
+290
+0.1% +$14.4K 0.06% 294
2023
Q1 		$25.3M Hold
510,336
– – 0.07% 270
2022
Q4 		$25.1M Buy
+510,336
New +$25.1M 0.09% 236

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

Corient Private Wealth's NEAR Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Short Maturity Bond ETF (NEAR) stake by 92% in Q2 2026, selling an estimated $12.3M and leaving 20,086 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Corient Private Wealth first reported a position in NEAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.4M in Q1 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Corient Private Wealth held 20,086 shares of iShares Short Maturity Bond ETF worth $1.02M as of Q2 2026.
  • Corient Private Wealth sold 243,304 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $12.3M.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1804 holding.
  • Corient Private Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Short Maturity Bond ETF position peaked at $29.4M in Q1 2024.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.