JG
NEAR icon

Joel Greenblatt’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Joel Greenblatt’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 		$22M Buy
435,242
+37,972
+10% +$1.93M 0.05% 534
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

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

Joel Greenblatt's NEAR Position: Q2 2026 in Review

Joel Greenblatt increased its iShares Short Maturity Bond ETF (NEAR) stake by 9.6% in Q2 2026, buying an estimated $1.93M and bringing the position to 435,242 shares worth $22M. The position accounts for 0.05% of the portfolio, ranked #534.

Joel Greenblatt first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Joel Greenblatt held 435,242 shares of iShares Short Maturity Bond ETF worth $22M as of Q2 2026.
  • Joel Greenblatt bought 37,972 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $1.93M.
  • iShares Short Maturity Bond ETF made up 0.05% of Joel Greenblatt's portfolio in Q2 2026, its #534 holding.
  • Joel Greenblatt first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.