Regions Financial Corp’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Regions Financial Corp’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	$325K	Buy	6,400 +2,400	+60%	+$123K	﹤0.01%	730
2025 Q4	$204K	Buy	+4,000	New	+$205K	﹤0.01%	808
2021 Q2	–	Sell	-25,000	Closed	-$1.25M	–	930
2021 Q1	$1.25M	Hold	25,000	–	–	0.01%	435
2020 Q4	$1.25M	Hold	25,000	–	–	0.01%	403
2020 Q3	$1.25M	Hold	25,000	–	–	0.01%	375
2020 Q2	$1.25M	Hold	25,000	–	–	0.01%	373
2020 Q1	$1.21M	Hold	25,000	–	–	0.02%	340
2019 Q4	$1.26M	Hold	25,000	–	–	0.01%	379
2019 Q3	$1.26M	Hold	25,000	–	–	0.01%	360
2019 Q2	$1.26M	Sell	25,000 -2,379	-9%	-$119K	0.01%	362
2019 Q1	$1.38M	Buy	27,379 +229	+0.8%	+$11.5K	0.02%	345
2018 Q4	$1.35M	Buy	27,150 +150	+0.6%	+$7.5K	0.02%	329
2018 Q3	$1.35M	Buy	27,000 +1,000	+4%	+$50.1K	0.01%	368
2018 Q2	$1.3M	Buy	26,000 +940	+4%	+$47.1K	0.01%	371
2018 Q1	$1.26M	Buy	25,060 +60	+0.2%	+$3.01K	0.01%	387
2017 Q4	$1.25M	Hold	25,000	–	–	0.01%	398
2017 Q3	$1.26M	Sell	25,000 -44	-0.2%	-$2.21K	0.01%	383
2017 Q2	$1.26M	Buy	25,044 +44	+0.2%	+$2.21K	0.01%	392
2017 Q1	$1.26M	Buy	+25,000	New	+$1.25M	0.01%	440

Other funds holding NEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Regions Financial Corp's NEAR Position: Q1 2026 in Review

Regions Financial Corp increased its iShares Short Maturity Bond ETF (NEAR) stake by 60% in Q1 2026, buying an estimated $123K and bringing the position to 6,400 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Regions Financial Corp first reported a position in NEAR in Q1 2017 and has held it in 19 quarters since. The position peaked at $1.38M in Q1 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Regions Financial Corp held 6,400 shares of iShares Short Maturity Bond ETF worth $325K as of Q1 2026.
Regions Financial Corp bought 2,400 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $123K.
iShares Short Maturity Bond ETF made up ﹤0.01% of Regions Financial Corp's portfolio in Q1 2026, its #730 holding.
Regions Financial Corp first reported a position in iShares Short Maturity Bond ETF in Q1 2017 and has held it in 19 quarters since.
Regions Financial Corp's iShares Short Maturity Bond ETF position peaked at $1.38M in Q1 2019.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Regions Financial Corp's 13F filing for Q1 2026, filed 5 May 2026.