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
Q1 		$19.4K Sell
263,390
-263,152
-50% -$13.4M ﹤0.01% 2782
2025
Q4 		$26.9M Buy
526,542
+263,255
+100% +$13.5M 0.02% 497
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Corient Private Wealth's NEAR Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Short Maturity Bond ETF (NEAR) stake by 50% in Q1 2026, selling an estimated $13.4M and leaving 263,390 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Corient Private Wealth first reported a position in NEAR in Q4 2022 and has held it in 13 quarters since. The position peaked at $29.4M in Q1 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Corient Private Wealth held 263,390 shares of iShares Short Maturity Bond ETF worth $19.4K as of Q1 2026.
  • Corient Private Wealth sold 263,152 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $13.4M.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2782 holding.
  • Corient Private Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • Corient Private Wealth's iShares Short Maturity Bond ETF position peaked at $29.4M in Q1 2024.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.