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New Millennium Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

New Millennium Group’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
2025
Q4 		$2.57M Buy
50,254
+44,689
+803% +$2.29M 1.11% 23
2025
Q3 		$285K Buy
5,565
+4,419
+386% +$226K 0.13% 51
2025
Q2 		$58.6K Sell
1,146
-462,049
-100% -$23.5M 0.03% 92
2025
Q1 		$23.6M Buy
+463,195
New +$23.5M 15.47% 1

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

New Millennium Group's NEAR Position: Q4 2025 in Review

New Millennium Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 803% in Q4 2025, buying an estimated $2.29M and bringing the position to 50,254 shares worth $2.57M. The position accounts for 1.11% of the portfolio, ranked #23.

New Millennium Group first reported a position in NEAR in Q1 2025 and has held it in 4 quarters since. The position peaked at $23.6M in Q1 2025. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • New Millennium Group held 50,254 shares of iShares Short Maturity Bond ETF worth $2.57M as of Q4 2025.
  • New Millennium Group bought 44,689 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $2.29M.
  • iShares Short Maturity Bond ETF made up 1.11% of New Millennium Group's portfolio in Q4 2025, its #23 holding.
  • New Millennium Group first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • New Millennium Group's iShares Short Maturity Bond ETF position peaked at $23.6M in Q1 2025.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.