KeyBank National Association’s iShares Short Maturity Bond ETF NEAR Stock Holding History

KeyBank National Association’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	$432K	Buy	8,535 +1,325	+18%	+$67.2K	﹤0.01%	991
2026 Q1	$367K	Hold	7,210	–	–	﹤0.01%	956
2025 Q4	$368K	Sell	7,210 -440	-6%	-$22.5K	﹤0.01%	937
2025 Q3	$392K	Buy	7,650 +540	+8%	+$27.6K	﹤0.01%	898
2025 Q2	$363K	Hold	7,110	–	–	﹤0.01%	899
2025 Q1	$362K	Sell	7,110 -1,600	-18%	-$81.1K	﹤0.01%	892
2024 Q4	$440K	Sell	8,710 -800	-8%	-$40.6K	﹤0.01%	837
2024 Q3	$487K	Hold	9,510	–	–	﹤0.01%	783
2024 Q2	$479K	Buy	9,510 +400	+4%	+$20.1K	﹤0.01%	762
2024 Q1	$460K	Sell	9,110 -825	-8%	-$41.6K	﹤0.01%	773
2023 Q4	$502K	Hold	9,935	–	–	﹤0.01%	744
2023 Q3	$496K	Sell	9,935 -500	-5%	-$24.9K	﹤0.01%	693
2023 Q2	$519K	Hold	10,435	–	–	﹤0.01%	694
2023 Q1	$518K	Hold	10,435	–	–	﹤0.01%	687
2022 Q4	$514K	Hold	10,435	–	–	﹤0.01%	684
2022 Q3	$514K	Hold	10,435	–	–	﹤0.01%	645
2022 Q2	$514K	Hold	10,435	–	–	﹤0.01%	658
2022 Q1	$517K	Hold	10,435	–	–	﹤0.01%	708
2021 Q4	$521K	Hold	10,435	–	–	﹤0.01%	791
2021 Q3	$523K	Buy	10,435 +100	+1%	+$5.01K	﹤0.01%	784
2021 Q2	$518K	Hold	10,335	–	–	﹤0.01%	782
2021 Q1	$519K	Hold	10,335	–	–	﹤0.01%	784
2020 Q4	$519K	Sell	10,335 -200	-2%	-$10K	﹤0.01%	749
2020 Q3	$528K	Buy	10,535 +50	+0.5%	+$2.5K	﹤0.01%	684
2020 Q2	$524K	Buy	10,485 +150	+1%	+$7.42K	﹤0.01%	656
2020 Q1	$501K	Sell	10,335 -6,511	-39%	-$324K	﹤0.01%	623
2019 Q4	$847K	Buy	16,846 +2,035	+14%	+$102K	﹤0.01%	579
2019 Q3	$746K	Sell	14,811 -113	-0.8%	-$5.68K	﹤0.01%	594
2019 Q2	$751K	Buy	14,924 +968	+7%	+$48.6K	﹤0.01%	629
2019 Q1	$701K	Hold	13,956	–	–	﹤0.01%	640
2018 Q4	$696K	Buy	13,956 +2,207	+19%	+$110K	﹤0.01%	589
2018 Q3	$590K	Hold	11,749	–	–	﹤0.01%	723
2018 Q2	$589K	Buy	+11,749	New	+$589K	﹤0.01%	702

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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 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

KeyBank National Association's NEAR Position: Q2 2026 in Review

KeyBank National Association increased its iShares Short Maturity Bond ETF (NEAR) stake by 18% in Q2 2026, buying an estimated $67.2K and bringing the position to 8,535 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

KeyBank National Association first reported a position in NEAR in Q2 2018 and has held it in 33 quarters since. The position peaked at $847K in Q4 2019. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

KeyBank National Association held 8,535 shares of iShares Short Maturity Bond ETF worth $432K as of Q2 2026.
KeyBank National Association bought 1,325 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $67.2K.
iShares Short Maturity Bond ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #991 holding.
KeyBank National Association first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and has held it in 33 quarters since.
KeyBank National Association's iShares Short Maturity Bond ETF position peaked at $847K in Q4 2019.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.