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

Patten 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
2026
Q1 		$3.25M Buy
63,912
+860
+1% +$43.9K 0.56% 48
2025
Q4 		$3.22M Buy
63,052
+4,114
+7% +$211K 0.6% 42
2025
Q3 		$3.02M Sell
58,938
-1,278
-2% -$65.3K 0.59% 43
2025
Q2 		$3.08M Buy
60,216
+5,290
+10% +$269K 0.65% 36
2025
Q1 		$2.79M Buy
54,926
+4,041
+8% +$205K 0.64% 38
2024
Q4 		$2.57M Buy
50,885
+7,055
+16% +$358K 0.57% 43
2024
Q3 		$2.25M Buy
43,830
+8,560
+24% +$435K 0.5% 55
2024
Q2 		$1.78M Sell
35,270
-2
-0% -$100 0.42% 65
2024
Q1 		$1.78M Sell
35,272
-4,435
-11% -$224K 0.44% 62
2023
Q4 		$2.01M Buy
39,707
+2,597
+7% +$130K 0.54% 50
2023
Q3 		$1.85M Sell
37,110
-1,365
-4% -$67.9K 0.55% 47
2023
Q2 		$1.91M Buy
38,475
+4,844
+14% +$240K 0.28% 49
2023
Q1 		$1.67M Buy
33,631
+1,034
+3% +$51.2K 0.5% 53
2022
Q4 		$1.61M Buy
32,597
+9,136
+39% +$449K 0.5% 57
2022
Q3 		$1.15M Sell
23,461
-322
-1% -$15.9K 0.4% 78
2022
Q2 		$1.17M Sell
23,783
-846
-3% -$41.8K 0.37% 80
2022
Q1 		$1.22M Buy
24,629
+4,067
+20% +$202K 0.34% 88
2021
Q4 		$1.03M Buy
20,562
+5,482
+36% +$274K 0.27% 106
2021
Q3 		$756K Buy
15,080
+1,307
+9% +$65.5K 0.22% 119
2021
Q2 		$691K Buy
13,773
+946
+7% +$47.5K 0.2% 127
2021
Q1 		$644K Buy
12,827
+1,387
+12% +$69.6K 0.21% 127
2020
Q4 		$574K Buy
11,440
+1,999
+21% +$100K 0.15% 130
2020
Q3 		$473K Sell
9,441
-1,167
-11% -$58.4K 0.18% 130
2020
Q2 		$531K Sell
10,608
-2,794
-21% -$138K 0.23% 110
2020
Q1 		$650K Sell
13,402
-792
-6% -$39.5K 0.34% 85
2019
Q4 		$713K Buy
14,194
+7,119
+101% +$358K 0.27% 104
2019
Q3 		$356K Sell
7,075
-745
-10% -$37.5K 0.14% 149
2019
Q2 		$394K Buy
+7,820
New +$393K 0.16% 140

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

Patten Group's NEAR Position: Q1 2026 in Review

Patten Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.4% in Q1 2026, buying an estimated $43.9K and bringing the position to 63,912 shares worth $3.25M. The position accounts for 0.56% of the portfolio, ranked #48.

Patten Group first reported a position in NEAR in Q2 2019 and has held it in 28 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Patten Group held 63,912 shares of iShares Short Maturity Bond ETF worth $3.25M as of Q1 2026.
  • Patten Group bought 860 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $43.9K.
  • iShares Short Maturity Bond ETF made up 0.56% of Patten Group's portfolio in Q1 2026, its #48 holding.
  • Patten Group first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.