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 Q2	$324K	Hold	6,400	–	–	﹤0.01%	727
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Regions Financial Corp's NEAR Position: Q2 2026 in Review

Regions Financial Corp held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 6,400 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Regions Financial Corp first reported a position in NEAR in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.38M in Q1 2019. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Regions Financial Corp held 6,400 shares of iShares Short Maturity Bond ETF worth $324K as of Q2 2026.
Regions Financial Corp left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
iShares Short Maturity Bond ETF made up ﹤0.01% of Regions Financial Corp's portfolio in Q2 2026, its #727 holding.
Regions Financial Corp first reported a position in iShares Short Maturity Bond ETF in Q1 2017 and has held it in 20 quarters since.
Regions Financial Corp's iShares Short Maturity Bond ETF position peaked at $1.38M in Q1 2019.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Regions Financial Corp's 13F filing for Q2 2026, filed 10 Aug 2026.