Pinnacle Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $311K | Buy |
6,110
+155
| +3% | +$7.92K | ﹤0.01% | 787 |
|
|
2025
Q4 | $304K | Sell |
5,955
-1,262
| -17% | -$64.6K | ﹤0.01% | 785 |
|
|
2025
Q3 | $370K | Buy |
7,217
+1,765
| +32% | +$90.2K | ﹤0.01% | 699 |
|
|
2025
Q2 | $279K | Sell |
5,452
-5,565
| -51% | -$283K | ﹤0.01% | 755 |
|
|
2025
Q1 | $560K | Buy |
11,017
+3,245
| +42% | +$164K | 0.01% | 588 |
|
|
2024
Q4 | $392K | Sell |
7,772
-99,990
| -93% | -$5.07M | 0.01% | 654 |
|
|
2024
Q3 | $5.44M | Sell |
107,762
-12,885
| -11% | -$655K | 0.09% | 226 |
|
|
2024
Q2 | $6.07M | Buy |
120,647
+6,926
| +6% | +$347K | 0.1% | 221 |
|
|
2024
Q1 | $5.74M | Buy |
113,721
+5,959
| +6% | +$301K | 0.09% | 230 |
|
|
2023
Q4 | $5.44M | Buy |
107,762
+8,919
| +9% | +$446K | 0.09% | 229 |
|
|
2023
Q3 | $4.93M | Buy |
98,843
+1,933
| +2% | +$96.2K | 0.09% | 226 |
|
|
2023
Q2 | $4.82M | Buy |
96,910
+2,222
| +2% | +$110K | 0.08% | 239 |
|
|
2023
Q1 | $4.7M | Buy |
94,688
+8,256
| +10% | +$409K | 0.1% | 213 |
|
|
2022
Q4 | $4.26M | Sell |
86,432
-15,082
| -15% | -$741K | 0.09% | 215 |
|
|
2022
Q3 | $5M | Sell |
101,514
-187,465
| -65% | -$9.24M | 0.11% | 198 |
|
|
2022
Q2 | $14.2M | Sell |
288,979
-13,576
| -4% | -$671K | 0.31% | 96 |
|
|
2022
Q1 | $15M | Buy |
302,555
+14,712
| +5% | +$732K | 0.27% | 113 |
|
|
2021
Q4 | $14.4M | Buy |
287,843
+26,405
| +10% | +$1.32M | 0.25% | 120 |
|
|
2021
Q3 | $13.1M | Buy |
261,438
+25,032
| +11% | +$1.26M | 0.24% | 117 |
|
|
2021
Q2 | $11.9M | Buy |
236,406
+30,773
| +15% | +$1.54M | 0.21% | 130 |
|
|
2021
Q1 | $10.3M | Buy |
205,633
+35,672
| +21% | +$1.79M | 0.2% | 134 |
|
|
2020
Q4 | $8.53M | Buy |
169,961
+23,212
| +16% | +$1.16M | 0.17% | 138 |
|
|
2020
Q3 | $7.35M | Buy |
146,749
+9,365
| +7% | +$469K | 0.17% | 138 |
|
|
2020
Q2 | $6.87M | Buy |
137,384
+9,238
| +7% | +$457K | 0.17% | 147 |
|
|
2020
Q1 | $6.21M | Buy |
128,146
+5,569
| +5% | +$277K | 0.19% | 134 |
|
|
2019
Q4 | $6.16M | Buy |
122,577
+10,362
| +9% | +$521K | 0.13% | 177 |
|
|
2019
Q3 | $5.65M | Buy |
112,215
+76,371
| +213% | +$3.84M | 0.13% | 186 |
|
|
2019
Q2 | $1.8M | Buy |
35,844
+7,690
| +27% | +$386K | 0.04% | 320 |
|
|
2019
Q1 | $1.41M | Buy |
+28,154
| New | +$1.41M | 0.03% | 357 |
|
|
2018
Q1 | – | Sell |
-4,158
| Closed | -$208K | – | 704 |
|
|
2017
Q4 | $208K | Hold |
4,158
| – | – | ﹤0.01% | 640 |
|
|
2017
Q3 | $209K | Sell |
4,158
-325
| -7% | -$16.3K | ﹤0.01% | 633 |
|
|
2017
Q2 | $225K | Buy |
+4,483
| New | +$225K | ﹤0.01% | 615 |
|
Other funds holding NEAR
CCA
BI
Pinnacle Associates's NEAR Position: Q1 2026 in Review
Pinnacle Associates increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.6% in Q1 2026, buying an estimated $7.92K and bringing the position to 6,110 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #787.
Pinnacle Associates first reported a position in NEAR in Q2 2017 and has held it in 32 quarters since. The position peaked at $15M in Q1 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.
- Pinnacle Associates held 6,110 shares of iShares Short Maturity Bond ETF worth $311K as of Q1 2026.
- Pinnacle Associates bought 155 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $7.92K.
- iShares Short Maturity Bond ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #787 holding.
- Pinnacle Associates first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and has held it in 32 quarters since.
- Pinnacle Associates's iShares Short Maturity Bond ETF position peaked at $15M in Q1 2022.
- 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.