Union Bancaire Privee’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Union Bancaire Privee’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	$14.6M	Buy	287,639 +1,041	+0.4%	+$52.8K	0.16%	91
2026 Q1	$14.5M	Sell	286,598 -2,612	-0.9%	-$133K	0.2%	77
2025 Q4	$14.8M	Hold	289,210	–	–	0.18%	97
2025 Q3	$14.8M	Sell	289,210 -49,363	-15%	-$2.52M	0.21%	77
2025 Q2	$17.3M	Buy	338,573 +12,996	+4%	+$660K	0.25%	68
2025 Q1	$16.6M	Sell	325,577 -976	-0.3%	-$49.4K	0.32%	48
2024 Q4	$16.5M	Buy	+326,553	New	+$16.6M	0.29%	52

Other funds holding NEAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Union Bancaire Privee's NEAR Position: Q2 2026 in Review

Union Bancaire Privee increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.36% in Q2 2026, buying an estimated $52.8K and bringing the position to 287,639 shares worth $14.6M. The position accounts for 0.16% of the portfolio, ranked #91.

Union Bancaire Privee first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.3M in Q2 2025. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Union Bancaire Privee held 287,639 shares of iShares Short Maturity Bond ETF worth $14.6M as of Q2 2026.
Union Bancaire Privee bought 1,041 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $52.8K.
iShares Short Maturity Bond ETF made up 0.16% of Union Bancaire Privee's portfolio in Q2 2026, its #91 holding.
Union Bancaire Privee first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's iShares Short Maturity Bond ETF position peaked at $17.3M in Q2 2025.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.