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Oppenheimer & Co’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Oppenheimer & Co’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 		$13.7M Buy
269,833
+40,269
+18% +$2.06M 0.17% 128
2025
Q4 		$11.7M Buy
229,564
+57,933
+34% +$2.97M 0.17% 133
2025
Q3 		$8.8M Buy
171,631
+25,500
+17% +$1.3M 0.11% 196
2025
Q2 		$7.47M Buy
146,131
+21,574
+17% +$1.1M 0.1% 215
2025
Q1 		$6.34M Buy
124,557
+24,176
+24% +$1.22M 0.1% 226
2024
Q4 		$5.07M Buy
100,381
+11,378
+13% +$577K 0.08% 287
2024
Q3 		$4.56M Sell
89,003
-16,775
-16% -$853K 0.07% 302
2024
Q2 		$5.32M Sell
105,778
-729
-0.7% -$36.6K 0.08% 263
2024
Q1 		$5.37M Buy
106,507
+11,098
+12% +$560K 0.09% 257
2023
Q4 		$4.82M Buy
95,409
+1,048
+1% +$52.4K 0.09% 262
2023
Q3 		$4.71M Sell
94,361
-906
-1% -$45.1K 0.1% 242
2023
Q2 		$4.74M Sell
95,267
-322
-0.3% -$16K 0.09% 242
2023
Q1 		$4.74M Sell
95,589
-22,804
-19% -$1.13M 0.1% 239
2022
Q4 		$5.83M Buy
118,393
+5,841
+5% +$287K 0.13% 187
2022
Q3 		$5.54M Buy
112,552
+9,223
+9% +$455K 0.13% 191
2022
Q2 		$5.09M Sell
103,329
-21,622
-17% -$1.07M 0.11% 229
2022
Q1 		$6.19M Sell
124,951
-1,707
-1% -$84.9K 0.11% 225
2021
Q4 		$6.33M Sell
126,658
-1,237
-1% -$61.9K 0.11% 214
2021
Q3 		$6.41M Buy
127,895
+210
+0.2% +$10.5K 0.12% 193
2021
Q2 		$6.41M Buy
127,685
+24,340
+24% +$1.22M 0.11% 207
2021
Q1 		$5.19M Sell
103,345
-1,307
-1% -$65.6K 0.1% 234
2020
Q4 		$5.25M Buy
104,652
+2,112
+2% +$106K 0.11% 211
2020
Q3 		$5.14M Buy
102,540
+25,974
+34% +$1.3M 0.13% 172
2020
Q2 		$3.83M Buy
76,566
+6,863
+10% +$339K 0.1% 231
2020
Q1 		$3.38M Sell
69,703
-94
-0.1% -$4.68K 0.1% 208
2019
Q4 		$3.51M Buy
69,797
+4,347
+7% +$219K 0.09% 265
2019
Q3 		$3.29M Buy
65,450
+1,059
+2% +$53.3K 0.09% 253
2019
Q2 		$3.24M Buy
64,391
+6,599
+11% +$331K 0.09% 259
2019
Q1 		$2.9M Buy
57,792
+7,663
+15% +$384K 0.08% 299
2018
Q4 		$2.5M Buy
50,129
+5,774
+13% +$289K 0.08% 288
2018
Q3 		$2.23M Buy
44,355
+2,082
+5% +$104K 0.06% 369
2018
Q2 		$2.12M Sell
42,273
-294
-0.7% -$14.7K 0.06% 373
2018
Q1 		$2.13M Sell
42,567
-2,562
-6% -$129K 0.05% 379
2017
Q4 		$2.26M Buy
45,129
+18,919
+72% +$950K 0.06% 351
2017
Q3 		$1.32M Sell
26,210
-6,663
-20% -$335K 0.04% 519
2017
Q2 		$1.65M Buy
32,873
+7,781
+31% +$391K 0.05% 443
2017
Q1 		$1.26M Buy
25,092
+5,908
+31% +$297K 0.04% 502
2016
Q4 		$963K Buy
19,184
+6,870
+56% +$345K 0.03% 571
2016
Q3 		$618K Sell
12,314
-2,591
-17% -$130K 0.02% 735
2016
Q2 		$748K Sell
14,905
-1,007
-6% -$50.4K 0.02% 641
2016
Q1 		$797K Sell
15,912
-57
-0.4% -$2.85K 0.02% 604
2015
Q4 		$799K Buy
15,969
+911
+6% +$45.6K 0.02% 627
2015
Q3 		$754K Buy
+15,058
New +$754K 0.02% 670

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

Oppenheimer & Co's NEAR Position: Q1 2026 in Review

Oppenheimer & Co increased its iShares Short Maturity Bond ETF (NEAR) stake by 18% in Q1 2026, buying an estimated $2.06M and bringing the position to 269,833 shares worth $13.7M. The position accounts for 0.17% of the portfolio, ranked #128.

Oppenheimer & Co first reported a position in NEAR in Q3 2015 and has held it in 43 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Oppenheimer & Co held 269,833 shares of iShares Short Maturity Bond ETF worth $13.7M as of Q1 2026.
  • Oppenheimer & Co bought 40,269 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $2.06M.
  • iShares Short Maturity Bond ETF made up 0.17% of Oppenheimer & Co's portfolio in Q1 2026, its #128 holding.
  • Oppenheimer & Co first reported a position in iShares Short Maturity Bond ETF in Q3 2015 and has held it in 43 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.