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Gotham Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Gotham Asset Management’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 		$20.2M Buy
397,270
+197,060
+98% +$10.1M 0.06% 455
2025
Q4 		$10.2M Buy
200,210
+37,311
+23% +$1.91M 0.04% 632
2025
Q3 		$8.35M Buy
162,899
+158,010
+3,232% +$8.07M 0.04% 635
2025
Q2 		$250K Buy
4,889
+868
+22% +$44.1K ﹤0.01% 1514
2025
Q1 		$205K Hold
4,021
– – ﹤0.01% 1460
2024
Q4 		$203K Buy
+4,021
New +$204K ﹤0.01% 1363

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

Gotham Asset Management's NEAR Position: Q1 2026 in Review

Gotham Asset Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 98% in Q1 2026, buying an estimated $10.1M and bringing the position to 397,270 shares worth $20.2M. The position accounts for 0.06% of the portfolio, ranked #455.

Gotham Asset Management first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Gotham Asset Management held 397,270 shares of iShares Short Maturity Bond ETF worth $20.2M as of Q1 2026.
  • Gotham Asset Management bought 197,060 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $10.1M.
  • iShares Short Maturity Bond ETF made up 0.06% of Gotham Asset Management's portfolio in Q1 2026, its #455 holding.
  • Gotham Asset Management first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.