Ameliora Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ameliora Wealth Management’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	$2.55M	Hold	50,237	–	–	0.81%	31
2025 Q4	$2.57M	Buy	50,237 +1,950	+4%	+$99.8K	0.78%	35
2025 Q3	$2.48M	Hold	48,287	–	–	0.82%	30
2025 Q2	$2.47M	Buy	48,287 +3,000	+7%	+$152K	0.88%	30
2025 Q1	$2.3M	Hold	45,287	–	–	0.87%	29
2024 Q4	$2.29M	Hold	45,287	–	–	0.86%	29
2024 Q3	$2.32M	Sell	45,287 -62,242	-58%	-$3.16M	0.97%	27
2024 Q2	$5.41M	Sell	107,529 -22,618	-17%	-$1.13M	2.46%	12
2024 Q1	$6.57M	Buy	130,147 +3,494	+3%	+$176K	2.98%	8
2023 Q4	$6.4M	Sell	126,653 -6,647	-5%	-$333K	3.18%	9
2023 Q3	$6.65M	Hold	133,300	–	–	3.94%	6
2023 Q2	$6.63M	Sell	133,300 -4,862	-4%	-$241K	4.09%	5
2023 Q1	$6.85M	Sell	138,162 -11,000	-7%	-$545K	4%	6
2022 Q4	$7.35M	Buy	149,162 +9,392	+7%	+$462K	3.93%	6
2022 Q3	$6.87M	Buy	+139,770	New	+$6.89M	3.72%	8

Other funds holding NEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameliora Wealth Management's NEAR Position: Q1 2026 in Review

Ameliora Wealth Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 50,237 shares worth $2.55M. The position accounts for 0.81% of the portfolio, ranked #31.

Ameliora Wealth Management first reported a position in NEAR in Q3 2022 and has held it in 15 quarters since. The position peaked at $7.35M in Q4 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Ameliora Wealth Management held 50,237 shares of iShares Short Maturity Bond ETF worth $2.55M as of Q1 2026.
Ameliora Wealth Management left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
iShares Short Maturity Bond ETF made up 0.81% of Ameliora Wealth Management's portfolio in Q1 2026, its #31 holding.
Ameliora Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2022 and has held it in 15 quarters since.
Ameliora Wealth Management's iShares Short Maturity Bond ETF position peaked at $7.35M in Q4 2022.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Ameliora Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.