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
Q2 		$5.16M Buy
101,883
+8,729
+9% +$443K 0.01% 903
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Truist Financial's NEAR Position: Q2 2026 in Review

Truist Financial increased its iShares Short Maturity Bond ETF (NEAR) stake by 9.4% in Q2 2026, buying an estimated $443K and bringing the position to 101,883 shares worth $5.16M. The position accounts for 0.01% of the portfolio, ranked #903.

Truist Financial first reported a position in NEAR in Q4 2019 and has held it in 27 quarters since. The position peaked at $36.6M in Q1 2024. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Truist Financial held 101,883 shares of iShares Short Maturity Bond ETF worth $5.16M as of Q2 2026.
  • Truist Financial bought 8,729 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $443K.
  • iShares Short Maturity Bond ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #903 holding.
  • Truist Financial first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's iShares Short Maturity Bond ETF position peaked at $36.6M in Q1 2024.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.