Mariner
NEAR icon

Mariner’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Mariner’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 		$6.44M Sell
126,669
-2,862
-2% -$146K 0.01% 947
2025
Q4 		$6.62M Sell
129,531
-12,528
-9% -$641K 0.01% 882
2025
Q3 		$7.28M Sell
142,059
-17,936
-11% -$916K 0.01% 756
2025
Q2 		$8.18M Buy
159,995
+47,977
+43% +$2.44M 0.01% 673
2025
Q1 		$5.7M Buy
112,018
+61,039
+120% +$3.09M 0.01% 770
2024
Q4 		$2.57M Sell
50,979
-11,690
-19% -$593K ﹤0.01% 1086
2024
Q3 		$3.21M Sell
62,669
-32,824
-34% -$1.67M 0.01% 958
2024
Q2 		$4.81M Sell
95,493
-9,822
-9% -$493K 0.01% 741
2024
Q1 		$5.31M Buy
105,315
+15,143
+17% +$764K 0.01% 705
2023
Q4 		$4.56M Sell
90,172
-20,181
-18% -$1.01M 0.01% 713
2023
Q3 		$5.51M Buy
110,353
+2,938
+3% +$146K 0.01% 615
2023
Q2 		$5.34M Buy
107,415
+16,901
+19% +$838K 0.01% 625
2023
Q1 		$4.49M Buy
90,514
+4,629
+5% +$229K 0.01% 668
2022
Q4 		$4.23M Buy
85,885
+8,065
+10% +$397K 0.01% 660
2022
Q3 		$3.83M Buy
77,820
+15,022
+24% +$740K 0.02% 582
2022
Q2 		$3.09M Buy
62,798
+1,701
+3% +$84.1K 0.01% 598
2022
Q1 		$3.03M Buy
61,097
+38,081
+165% +$1.89M 0.01% 617
2021
Q4 		$1.15M Buy
23,016
+8,324
+57% +$416K ﹤0.01% 791
2021
Q3 		$737K Hold
14,692
– – ﹤0.01% 771
2021
Q2 		$737K Sell
14,692
-612
-4% -$30.7K ﹤0.01% 729
2021
Q1 		$768K Sell
15,304
-877
-5% -$44K 0.01% 666
2020
Q4 		$812K Sell
16,181
-21
-0.1% -$1.05K 0.01% 604
2020
Q3 		$812K Hold
16,202
– – 0.01% 538
2020
Q2 		$810K Sell
16,202
-104
-0.6% -$5.14K 0.01% 518
2020
Q1 		$791K Buy
+16,306
New +$812K 0.01% 511

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

Mariner's NEAR Position: Q1 2026 in Review

Mariner reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2.2% in Q1 2026, selling an estimated $146K and leaving 126,669 shares worth $6.44M. The position accounts for 0.01% of the portfolio, ranked #947.

Mariner first reported a position in NEAR in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.18M in Q2 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Mariner held 126,669 shares of iShares Short Maturity Bond ETF worth $6.44M as of Q1 2026.
  • Mariner sold 2,862 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $146K.
  • iShares Short Maturity Bond ETF made up 0.01% of Mariner's portfolio in Q1 2026, its #947 holding.
  • Mariner first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Mariner's iShares Short Maturity Bond ETF position peaked at $8.18M in Q2 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.