EH
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Equitable Holdings’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Equitable Holdings’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 		$651K Sell
12,848
-216,429
-94% -$11M ﹤0.01% 1182
2026
Q1 		$11.7M Buy
229,277
+219,291
+2,196% +$11.2M 0.08% 254
2025
Q4 		$510K Buy
9,986
+1,208
+14% +$61.8K ﹤0.01% 1103
2025
Q3 		$450K Sell
8,778
-826
-9% -$42.2K ﹤0.01% 1121
2025
Q2 		$491K Buy
9,604
+552
+6% +$28K ﹤0.01% 1007
2025
Q1 		$460K Buy
9,052
+2,575
+40% +$130K ﹤0.01% 939
2024
Q4 		$327K Sell
6,477
-461
-7% -$23.4K ﹤0.01% 1017
2024
Q3 		$356K Buy
6,938
+2,559
+58% +$130K ﹤0.01% 979
2024
Q2 		$220K Sell
4,379
-3,795
-46% -$190K ﹤0.01% 1108
2024
Q1 		$412K Buy
8,174
+243
+3% +$12.3K ﹤0.01% 869
2023
Q4 		$401K Sell
7,931
-1,088
-12% -$54.5K ﹤0.01% 843
2023
Q3 		$450K Buy
+9,019
New +$449K 0.01% 751
2022
Q1 		– Sell
-11,164
Closed -$558K – 905
2021
Q4 		$558K Sell
11,164
-185,700
-94% -$9.29M 0.01% 544
2021
Q3 		$9.87M Buy
196,864
+5,343
+3% +$268K 0.17% 93
2021
Q2 		$9.61M Sell
191,521
-20,386
-10% -$1.02M 0.17% 90
2021
Q1 		$10.6M Buy
211,907
+25,103
+13% +$1.26M 0.22% 76
2020
Q4 		$9.37M Sell
186,804
-41,274
-18% -$2.07M 0.21% 78
2020
Q3 		$11.4M Sell
228,078
-151,172
-40% -$7.57M 0.29% 61
2020
Q2 		$19M Buy
379,250
+325,358
+604% +$16.1M 0.55% 42
2020
Q1 		$2.61M Sell
53,892
-60,767
-53% -$3.03M 0.09% 134
2019
Q4 		$5.76M Buy
+114,659
New +$5.77M 0.17% 91

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

Equitable Holdings's NEAR Position: Q2 2026 in Review

Equitable Holdings reduced its iShares Short Maturity Bond ETF (NEAR) stake by 94% in Q2 2026, selling an estimated $11M and leaving 12,848 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Equitable Holdings first reported a position in NEAR in Q4 2019 and has held it in 21 quarters since. The position peaked at $19M in Q2 2020. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Equitable Holdings held 12,848 shares of iShares Short Maturity Bond ETF worth $651K as of Q2 2026.
  • Equitable Holdings sold 216,429 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $11M.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1182 holding.
  • Equitable Holdings first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Equitable Holdings's iShares Short Maturity Bond ETF position peaked at $19M in Q2 2020.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.