Truist Financial
NEAR icon

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

Truist Financial’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 		$4.74M Buy
93,154
+3,384
+4% +$173K 0.01% 882
2025
Q4 		$4.59M Buy
89,770
+18,899
+27% +$967K 0.01% 897
2025
Q3 		$3.63M Buy
70,871
+15,504
+28% +$792K ﹤0.01% 1042
2025
Q2 		$2.83M Buy
55,367
+26,476
+92% +$1.34M ﹤0.01% 1119
2025
Q1 		$1.47M Sell
28,891
-44,138
-60% -$2.24M ﹤0.01% 1362
2024
Q4 		$3.69M Sell
73,029
-42,842
-37% -$2.17M 0.01% 958
2024
Q3 		$5.94M Sell
115,871
-590,489
-84% -$30M 0.01% 761
2024
Q2 		$35.6M Sell
706,360
-19,370
-3% -$972K 0.05% 289
2024
Q1 		$36.6M Buy
725,730
+140,814
+24% +$7.1M 0.06% 293
2023
Q4 		$29.5M Buy
584,916
+37,925
+7% +$1.9M 0.05% 326
2023
Q3 		$27.3M Buy
546,991
+70,457
+15% +$3.5M 0.05% 335
2023
Q2 		$23.7M Buy
476,534
+56,720
+14% +$2.81M 0.04% 349
2023
Q1 		$20.8M Buy
419,814
+145,178
+53% +$7.19M 0.04% 370
2022
Q4 		$13.5M Buy
274,636
+114,323
+71% +$5.62M 0.02% 471
2022
Q3 		$7.9M Buy
160,313
+31,816
+25% +$1.57M 0.02% 637
2022
Q2 		$6.33M Buy
128,497
+3,166
+3% +$156K 0.01% 727
2022
Q1 		$6.21M Buy
125,331
+30,097
+32% +$1.5M 0.01% 808
2021
Q4 		$4.76M Buy
95,234
+5,848
+7% +$293K 0.01% 904
2021
Q3 		$4.48M Buy
89,386
+20,081
+29% +$1.01M 0.01% 930
2021
Q2 		$3.48M Sell
69,305
-594
-0.8% -$29.8K 0.01% 1028
2021
Q1 		$3.51M Sell
69,899
-81,173
-54% -$4.08M 0.01% 989
2020
Q4 		$7.58M Buy
151,072
+11,262
+8% +$565K 0.01% 678
2020
Q3 		$7.01M Sell
139,810
-12,594
-8% -$631K 0.02% 654
2020
Q2 		$7.62M Sell
152,404
-161,787
-51% -$8M 0.02% 604
2020
Q1 		$15.2M Sell
314,191
-62,596
-17% -$3.12M 0.04% 401
2019
Q4 		$18.9M Buy
+376,787
New +$18.9M 0.04% 424

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

Truist Financial's NEAR Position: Q1 2026 in Review

Truist Financial increased its iShares Short Maturity Bond ETF (NEAR) stake by 3.8% in Q1 2026, buying an estimated $173K and bringing the position to 93,154 shares worth $4.74M. The position accounts for 0.01% of the portfolio, ranked #882.

Truist Financial first reported a position in NEAR in Q4 2019 and has held it in 26 quarters since. The position peaked at $36.6M in Q1 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Truist Financial held 93,154 shares of iShares Short Maturity Bond ETF worth $4.74M as of Q1 2026.
  • Truist Financial bought 3,384 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $173K.
  • iShares Short Maturity Bond ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #882 holding.
  • Truist Financial first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's iShares Short Maturity Bond ETF position peaked at $36.6M in Q1 2024.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.