UBS Group
NEAR icon

UBS Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

UBS Group’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 		$128M Buy
2,509,834
+896,570
+56% +$45.8M 0.02% 867
2025
Q4 		$82.4M Buy
1,613,264
+264,887
+20% +$13.6M 0.01% 1168
2025
Q3 		$69.1M Buy
1,348,377
+186,570
+16% +$9.53M 0.01% 1324
2025
Q2 		$59.4M Buy
1,161,807
+28,126
+2% +$1.43M 0.01% 1355
2025
Q1 		$57.7M Buy
1,133,681
+53,663
+5% +$2.72M 0.01% 1353
2024
Q4 		$54.5M Buy
1,080,018
+120,419
+13% +$6.11M 0.01% 1386
2024
Q3 		$49.2M Buy
959,599
+27,145
+3% +$1.38M 0.01% 1158
2024
Q2 		$46.9M Sell
932,454
-57,808
-6% -$2.9M 0.01% 1074
2024
Q1 		$50M Sell
990,262
-98,228
-9% -$4.96M 0.01% 1038
2023
Q4 		$55M Sell
1,088,490
-836,787
-43% -$41.9M 0.02% 928
2023
Q3 		$96.1M Buy
1,925,277
+96,679
+5% +$4.81M 0.03% 518
2023
Q2 		$90.9M Sell
1,828,598
-239,794
-12% -$11.9M 0.03% 531
2023
Q1 		$103M Sell
2,068,392
-97,341
-4% -$4.82M 0.04% 450
2022
Q4 		$107M Sell
2,165,733
-51,323
-2% -$2.52M 0.04% 467
2022
Q3 		$109M Sell
2,217,056
-350,282
-14% -$17.3M 0.05% 402
2022
Q2 		$126M Buy
2,567,338
+4,720
+0.2% +$233K 0.05% 370
2022
Q1 		$127M Sell
2,562,618
-27,513
-1% -$1.37M 0.04% 438
2021
Q4 		$129M Buy
2,590,131
+85,091
+3% +$4.26M 0.04% 504
2021
Q3 		$126M Sell
2,505,040
-119,959
-5% -$6.01M 0.04% 456
2021
Q2 		$132M Sell
2,624,999
-89,663
-3% -$4.5M 0.04% 424
2021
Q1 		$136M Buy
2,714,662
+110,434
+4% +$5.54M 0.05% 392
2020
Q4 		$131M Sell
2,604,228
-139,372
-5% -$6.99M 0.04% 395
2020
Q3 		$137M Sell
2,743,600
-79,413
-3% -$3.98M 0.05% 320
2020
Q2 		$141M Buy
2,823,013
+4,640
+0.2% +$229K 0.06% 302
2020
Q1 		$137M Sell
2,818,373
-202,744
-7% -$10.1M 0.06% 274
2019
Q4 		$152M Sell
3,021,117
-101,561
-3% -$5.11M 0.05% 325
2019
Q3 		$157M Buy
3,122,678
+140,434
+5% +$7.06M 0.06% 294
2019
Q2 		$150M Sell
2,982,244
-27,088
-0.9% -$1.36M 0.06% 296
2019
Q1 		$151M Sell
3,009,332
-365,845
-11% -$18.3M 0.06% 276
2018
Q4 		$168M Buy
3,375,177
+698,475
+26% +$34.9M 0.08% 248
2018
Q3 		$134M Buy
2,676,702
+365,130
+16% +$18.3M 0.05% 322
2018
Q2 		$116M Buy
2,311,572
+835,041
+57% +$41.9M 0.05% 354
2018
Q1 		$74.1M Buy
1,476,531
+5,072
+0.3% +$254K 0.03% 482
2017
Q4 		$73.8M Sell
1,471,459
-883
-0.1% -$44.3K 0.03% 515
2017
Q3 		$74M Sell
1,472,342
-89,668
-6% -$4.51M 0.03% 458
2017
Q2 		$78.5M Buy
1,562,010
+220,766
+16% +$11.1M 0.04% 411
2017
Q1 		$67.4M Sell
1,341,244
-54,801
-4% -$2.75M 0.04% 447
2016
Q4 		$70.1M Buy
1,396,045
+332,790
+31% +$16.7M 0.04% 422
2016
Q3 		$53.4M Buy
1,063,255
+91,659
+9% +$4.6M 0.03% 499
2016
Q2 		$48.7M Buy
971,596
+55,032
+6% +$2.76M 0.03% 512
2016
Q1 		$45.9M Buy
916,564
+208,987
+30% +$10.4M 0.03% 498
2015
Q4 		$35.4M Buy
707,577
+21,509
+3% +$1.08M 0.02% 651
2015
Q3 		$34.4M Buy
686,068
+262,812
+62% +$13.2M 0.02% 617
2015
Q2 		$21.2M Buy
423,256
+55,570
+15% +$2.79M 0.01% 947
2015
Q1 		$18.4M Sell
367,686
-40,692
-10% -$2.04M 0.01% 1018
2014
Q4 		$20.4M Buy
+408,378
New +$20.5M 0.01% 972

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
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
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

UBS Group's NEAR Position: Q1 2026 in Review

UBS Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 56% in Q1 2026, buying an estimated $45.8M and bringing the position to 2,509,834 shares worth $128M. The position accounts for 0.02% of the portfolio, ranked #867.

UBS Group first reported a position in NEAR in Q4 2014 and has held it in 46 quarters since. The position peaked at $168M in Q4 2018. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • UBS Group held 2,509,834 shares of iShares Short Maturity Bond ETF worth $128M as of Q1 2026.
  • UBS Group bought 896,570 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $45.8M.
  • iShares Short Maturity Bond ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #867 holding.
  • UBS Group first reported a position in iShares Short Maturity Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares Short Maturity Bond ETF position peaked at $168M in Q4 2018.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.