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Umpqua Bank’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Umpqua Bank’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
2025
Q3 		– Sell
-7,068
Closed -$359K – 164
2025
Q2 		$359K Buy
7,068
+1,783
+34% +$90.6K 0.11% 131
2025
Q1 		$269K Sell
5,285
-5,842
-53% -$296K 0.09% 136
2024
Q4 		$561K Sell
11,127
-8,052
-42% -$408K 0.19% 99
2024
Q3 		$983K Sell
19,179
-11,334
-37% -$576K 0.36% 74
2024
Q2 		$1.54M Sell
30,513
-27,368
-47% -$1.37M 0.59% 45
2024
Q1 		$2.92M Buy
+57,881
New +$2.92M 1.2% 17

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Umpqua Bank's NEAR Position: Q3 2025 in Review

Umpqua Bank sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 7,068 shares — an estimated $359K sold.

Umpqua Bank first reported a position in NEAR in Q1 2024 and held it in 6 quarters. The position peaked at $2.92M in Q1 2024. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

  • Umpqua Bank reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Umpqua Bank sold 7,068 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $359K.
  • Umpqua Bank first reported a position in iShares Short Maturity Bond ETF in Q1 2024 and held it in 6 quarters.
  • Umpqua Bank's iShares Short Maturity Bond ETF position peaked at $2.92M in Q1 2024.
  • 374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Umpqua Bank's 13F filing for Q3 2025, filed 6 Nov 2025.