Rockefeller Capital Management
NEAR icon

Rockefeller Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Rockefeller Capital Management’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 		$4.14M Buy
81,347
+5,985
+8% +$306K 0.01% 996
2025
Q4 		$3.85M Buy
75,362
+13,303
+21% +$681K 0.01% 968
2025
Q3 		$3.18M Buy
62,059
+4,293
+7% +$219K 0.01% 979
2025
Q2 		$2.95M Buy
57,766
+3,728
+7% +$189K 0.01% 962
2025
Q1 		$2.75M Sell
54,038
-1,388
-3% -$70.3K 0.01% 918
2024
Q4 		$2.8M Buy
55,426
+2,429
+5% +$123K 0.01% 892
2024
Q3 		$2.72M Buy
52,997
+196
+0.4% +$9.96K 0.01% 891
2024
Q2 		$2.66M Buy
52,801
+1,410
+3% +$70.7K 0.01% 881
2024
Q1 		$2.59M Buy
51,391
+5,079
+11% +$256K 0.01% 901
2023
Q4 		$2.34M Sell
46,312
-4,598
-9% -$230K 0.01% 863
2023
Q3 		$2.54M Sell
50,910
-13,603
-21% -$677K 0.01% 761
2023
Q2 		$3.21M Buy
64,513
+3,951
+7% +$196K 0.01% 706
2023
Q1 		$3M Buy
60,562
+38,616
+176% +$1.91M 0.01% 695
2022
Q4 		$1.08M Buy
21,946
+14,769
+206% +$726K 0.01% 976
2022
Q3 		$353K Sell
7,177
-5,493
-43% -$271K ﹤0.01% 1396
2022
Q2 		$624K Sell
12,670
-97,140
-88% -$4.8M ﹤0.01% 1178
2022
Q1 		$5.44M Sell
109,810
-36,229
-25% -$1.8M 0.03% 528
2021
Q4 		$7.29M Sell
146,039
-13,661
-9% -$683K 0.03% 426
2021
Q3 		$8.01M Buy
159,700
+153,393
+2,432% +$7.69M 0.04% 356
2021
Q2 		$316K Buy
6,307
+65
+1% +$3.26K ﹤0.01% 1350
2021
Q1 		$313K Sell
6,242
-4,611
-42% -$231K ﹤0.01% 1185
2020
Q4 		$544K Buy
10,853
+4,261
+65% +$214K ﹤0.01% 881
2020
Q3 		$330K Buy
6,592
+4,083
+163% +$204K ﹤0.01% 909
2020
Q2 		$125K Buy
+2,509
New +$124K ﹤0.01% 1092
2020
Q1 		– Sell
-1,320
Closed -$66K – 2442
2019
Q4 		$66K Buy
+1,320
New +$66.4K ﹤0.01% 1080

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

Rockefeller Capital Management's NEAR Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 7.9% in Q1 2026, buying an estimated $306K and bringing the position to 81,347 shares worth $4.14M. The position accounts for 0.01% of the portfolio, ranked #996.

Rockefeller Capital Management first reported a position in NEAR in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.01M in Q3 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Rockefeller Capital Management held 81,347 shares of iShares Short Maturity Bond ETF worth $4.14M as of Q1 2026.
  • Rockefeller Capital Management bought 5,985 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $306K.
  • iShares Short Maturity Bond ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #996 holding.
  • Rockefeller Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Rockefeller Capital Management's iShares Short Maturity Bond ETF position peaked at $8.01M in Q3 2021.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.