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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
Q2 		$2.6M Sell
51,418
-12,494
-20% -$634K 0.4% 69
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Patten Group's NEAR Position: Q2 2026 in Review

Patten Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 20% in Q2 2026, selling an estimated $634K and leaving 51,418 shares worth $2.6M. The position accounts for 0.4% of the portfolio, ranked #69.

Patten Group first reported a position in NEAR in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.25M in Q1 2026. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Patten Group held 51,418 shares of iShares Short Maturity Bond ETF worth $2.6M as of Q2 2026.
  • Patten Group sold 12,494 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $634K.
  • iShares Short Maturity Bond ETF made up 0.4% of Patten Group's portfolio in Q2 2026, its #69 holding.
  • Patten Group first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Patten Group's iShares Short Maturity Bond ETF position peaked at $3.25M in Q1 2026.
  • 406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.