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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES SHORT DURATION BOND ACTIVE ETF

OSAIC HOLDINGS, INC. holds 524,353 shares of NEAR (ISHARES SHORT DURATION BOND ACTIVE ETF), worth $26.6M as of 2026-Q2. The position was decreased (-7.1% shares). NEAR represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$26.6M

Current Shares

524,353

Total Value Change

+$17.4M

Total Shares Change

+345,522

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
524,353
-7.1%
$26.6M0.0%$50.30
0
2026-Q1
Increased
564,586
+71.9%
$28.7M0.0%$49.94
43
2025-Q4
Increased
328,516
+16.9%
$16.8M0.0%$49.86
33
2025-Q3
Increased
281,020
+6.7%
$14.4M0.0%$49.25
30
2025-Q2
Decreased
263,272
-3.7%
$13.5M0.0%$48.55
0
2025-Q1
Increased
273,449
+36.0%
$13.9M0.0%$47.78
36
2024-Q4
Increased
201,018
+12.4%
$10.2M0.0%$47.08
31
2024-Q3
Decreased
178,831
-16.5%
$9.2M0.0%$46.96
0

Other major holders of NEAR: ENVESTNET ASSET MANAGEMENT INC

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