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
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

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

Equitable Holdings's NEAR Position: Q1 2026 in Review

Equitable Holdings increased its iShares Short Maturity Bond ETF (NEAR) stake by 2,196% in Q1 2026, buying an estimated $11.2M and bringing the position to 229,277 shares worth $11.7M. The position accounts for 0.08% of the portfolio, ranked #254.

Equitable Holdings first reported a position in NEAR in Q4 2019 and has held it in 20 quarters since. The position peaked at $19M in Q2 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Equitable Holdings held 229,277 shares of iShares Short Maturity Bond ETF worth $11.7M as of Q1 2026.
  • Equitable Holdings bought 219,291 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $11.2M.
  • iShares Short Maturity Bond ETF made up 0.08% of Equitable Holdings's portfolio in Q1 2026, its #254 holding.
  • Equitable Holdings first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Equitable Holdings's iShares Short Maturity Bond ETF position peaked at $19M in Q2 2020.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.