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Advisornet Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Advisornet Financial’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 		$165K Buy
3,238
+308
+11% +$15.7K 0.01% 666
2025
Q4 		$150K Buy
2,930
+111
+4% +$5.68K 0.01% 685
2025
Q3 		$145K Buy
2,819
+1,220
+76% +$62.3K 0.01% 684
2025
Q2 		$81.7K Buy
1,599
+162
+11% +$8.23K 0.01% 816
2025
Q1 		$73.1K Sell
1,437
-300
-17% -$15.2K 0.01% 818
2024
Q4 		$87.7K Buy
1,737
+103
+6% +$5.22K 0.01% 719
2024
Q3 		$83.7K Hold
1,634
– – 0.01% 745
2024
Q2 		$82.3K Hold
1,634
– – 0.01% 682
2024
Q1 		$82.5K Buy
1,634
+1,300
+389% +$65.6K 0.01% 683
2023
Q4 		$16.9K Hold
334
– – ﹤0.01% 1146
2023
Q3 		$16.7K Hold
334
– – ﹤0.01% 1090
2023
Q2 		$16.6K Sell
334
-451
-57% -$22.4K ﹤0.01% 1164
2023
Q1 		$38.9K Sell
785
-173
-18% -$8.57K ﹤0.01% 862
2022
Q4 		$47.2K Sell
958
-207
-18% -$10.2K ﹤0.01% 804
2022
Q3 		$57K Hold
1,165
– – 0.01% 811
2022
Q2 		$57K Sell
1,165
-617
-35% -$30.5K 0.01% 828
2022
Q1 		$88K Sell
1,782
-9
-0.5% -$448 0.01% 793
2021
Q4 		$89K Buy
1,791
+14
+0.8% +$700 0.01% 850
2021
Q3 		$89K Hold
1,777
– – 0.01% 832
2021
Q2 		$89K Sell
1,777
-16
-0.9% -$803 0.01% 818
2021
Q1 		$90K Sell
1,793
-79
-4% -$3.97K 0.01% 782
2020
Q4 		$94K Sell
1,872
-561
-23% -$28.1K 0.01% 711
2020
Q3 		$122K Sell
2,433
-98,399
-98% -$4.93M 0.01% 623
2020
Q2 		$5.04M Sell
100,832
-14,675
-13% -$725K 0.41% 54
2020
Q1 		$5.6M Sell
115,507
-18,633
-14% -$928K 0.52% 47
2019
Q4 		$6.74M Buy
134,140
+437
+0.3% +$22K 0.57% 35
2019
Q3 		$6.73M Sell
133,703
-54,633
-29% -$2.75M 0.62% 25
2019
Q2 		$9.48M Buy
188,336
+1,023
+0.5% +$51.4K 1.05% 15
2019
Q1 		$9.41M Buy
187,313
+166,244
+789% +$8.32M 1.15% 14
2018
Q4 		$1.05M Buy
21,069
+16,024
+318% +$801K 0.15% 153
2018
Q3 		$253K Buy
+5,045
New +$253K 0.03% 383

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

Advisornet Financial's NEAR Position: Q1 2026 in Review

Advisornet Financial increased its iShares Short Maturity Bond ETF (NEAR) stake by 11% in Q1 2026, buying an estimated $15.7K and bringing the position to 3,238 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #666.

Advisornet Financial first reported a position in NEAR in Q3 2018 and has held it in 31 quarters since. The position peaked at $9.48M in Q2 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Advisornet Financial held 3,238 shares of iShares Short Maturity Bond ETF worth $165K as of Q1 2026.
  • Advisornet Financial bought 308 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $15.7K.
  • iShares Short Maturity Bond ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #666 holding.
  • Advisornet Financial first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and has held it in 31 quarters since.
  • Advisornet Financial's iShares Short Maturity Bond ETF position peaked at $9.48M in Q2 2019.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.