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Orion Portfolio Solutions’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$292K Sell
5,733
-729
-11% -$36.9K ﹤0.01% 1642
2024
Q4 		$326K Sell
6,462
-378
-6% -$19.2K ﹤0.01% 1518
2024
Q3 		$350K Sell
6,840
-53
-0.8% -$2.69K ﹤0.01% 1466
2024
Q2 		$347K Sell
6,893
-1,236
-15% -$62K ﹤0.01% 1410
2024
Q1 		$410K Sell
8,129
-442
-5% -$22.3K ﹤0.01% 1352
2023
Q4 		$433K Sell
8,571
-451
-5% -$22.6K 0.01% 1268
2023
Q3 		$450K Sell
9,022
-1,009
-10% -$50.2K 0.01% 1240
2023
Q2 		$499K Sell
10,031
-575
-5% -$28.5K 0.01% 1210
2023
Q1 		$526K Sell
10,606
-643
-6% -$31.8K 0.01% 1121
2022
Q4 		$554K Sell
11,249
-381
-3% -$18.7K 0.02% 470
2022
Q3 		$573K Sell
11,630
-86
-0.7% -$4.24K 0.02% 392
2022
Q2 		$577K Sell
11,716
-837
-7% -$41.4K 0.02% 365
2022
Q1 		$622K Sell
12,553
-2,675
-18% -$133K 0.02% 372
2021
Q4 		$761K Sell
15,228
-895
-6% -$44.8K 0.03% 330
2021
Q3 		$808K Sell
16,123
-573
-3% -$28.7K 0.03% 290
2021
Q2 		$838K Sell
16,696
-3,356
-17% -$168K 0.03% 261
2021
Q1 		$1.01M Sell
20,052
-2,595
-11% -$130K 0.04% 204
2020
Q4 		$1.14M Sell
22,647
-18,022
-44% -$904K 0.05% 188
2020
Q3 		$2.04M Buy
40,669
+21,301
+110% +$1.07M 0.11% 115
2020
Q2 		$969K Sell
19,368
-192,909
-91% -$9.54M 0.05% 162
2020
Q1 		$10.3M Buy
+212,277
New +$10.6M 0.71% 24

Other funds holding NEAR

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Orion Portfolio Solutions's NEAR Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares Short Maturity Bond ETF (NEAR) stake by 11% in Q1 2025, selling an estimated $36.9K and leaving 5,733 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Orion Portfolio Solutions first reported a position in NEAR in Q1 2020 and has held it in 21 quarters since. The position peaked at $10.3M in Q1 2020. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

  • Orion Portfolio Solutions held 5,733 shares of iShares Short Maturity Bond ETF worth $292K as of Q1 2025.
  • Orion Portfolio Solutions sold 729 iShares Short Maturity Bond ETF shares in Q1 2025, an estimated $36.9K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1642 holding.
  • Orion Portfolio Solutions first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's iShares Short Maturity Bond ETF position peaked at $10.3M in Q1 2020.
  • 363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.