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A4 Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

A4 Wealth Advisors’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 		– Sell
-3,928
Closed -$201K – 126
2025
Q4 		$201K Sell
3,928
-1,638
-29% -$83.9K 0.17% 131
2025
Q3 		$285K Buy
+5,566
New +$284K 0.24% 123

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

A4 Wealth Advisors's NEAR Position: Q1 2026 in Review

A4 Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 3,928 shares — an estimated $201K sold.

A4 Wealth Advisors first reported a position in NEAR in Q3 2025 and held it in 2 quarters. The position peaked at $285K in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • A4 Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 3,928 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $201K.
  • A4 Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2025 and held it in 2 quarters.
  • A4 Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $285K in Q3 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.