Northern Trust
NEAR icon

Northern Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Northern Trust’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 		– Sell
-5,000
Closed -$256K – 4519
2025
Q3 		$256K Hold
5,000
– – ﹤0.01% 3891
2025
Q2 		$256K Hold
5,000
– – ﹤0.01% 3854
2025
Q1 		$254K Buy
+5,000
New +$253K ﹤0.01% 3852
2021
Q2 		– Sell
-11,000
Closed -$6K – 4621
2021
Q1 		$6K Buy
+11,000
New +$552K ﹤0.01% 4453

Other funds holding NEAR

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northern Trust's NEAR Position: Q4 2025 in Review

Northern Trust sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 5,000 shares — an estimated $256K sold.

Northern Trust first reported a position in NEAR in Q1 2021 and held it in 4 quarters. The position peaked at $256K in Q3 2025. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

  • Northern Trust reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Northern Trust sold 5,000 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $256K.
  • Northern Trust first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and held it in 4 quarters.
  • Northern Trust's iShares Short Maturity Bond ETF position peaked at $256K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Northern Trust's 13F filing for Q4 2025, filed 17 Feb 2026.