CVS Health’s iShares Short Maturity Bond ETF NEAR Stock Holding History

CVS Health’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	–	Sell	-6	Closed	-$307	–	35
2025 Q4	$307	Buy	+6	New	+$307	﹤0.01%	9

Other funds holding NEAR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CVS Health's NEAR Position: Q1 2026 in Review

CVS Health sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 6 shares — an estimated $307 sold.

CVS Health first reported a position in NEAR in Q4 2025 and held it in 1 quarter. The position peaked at $307 in Q4 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

CVS Health reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
CVS Health sold 6 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $307.
CVS Health first reported a position in iShares Short Maturity Bond ETF in Q4 2025 and held it in 1 quarter.
CVS Health's iShares Short Maturity Bond ETF position peaked at $307 in Q4 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on CVS Health's 13F filing for Q1 2026, filed 7 May 2026.