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

Arkadios 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	$1.81M	Buy	35,612 +26,616	+296%	+$1.36M	0.03%	550
2025 Q4	$460K	Sell	8,996 -5,498	-38%	-$281K	0.01%	1052
2025 Q3	$743K	Sell	14,494 -79	-0.5%	-$4.04K	0.02%	766
2025 Q2	$745K	Buy	14,573 +311	+2%	+$15.8K	0.02%	694
2025 Q1	$726K	Buy	+14,262	New	+$723K	0.03%	569
2021 Q2	–	Sell	-240	Closed	-$12K	–	2002
2021 Q1	$12K	Buy	+240	New	+$12K	﹤0.01%	1128
2020 Q3	–	Sell	-62	Closed	-$3.1K	–	1060
2020 Q2	$3.1K	Sell	62 -81	-57%	-$4K	﹤0.01%	839
2020 Q1	$6.93K	Buy	143 +52	+57%	+$2.59K	﹤0.01%	713
2019 Q4	$4.58K	Buy	+91	New	+$4.58K	﹤0.01%	714

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

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

Arkadios Wealth Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 296% in Q1 2026, buying an estimated $1.36M and bringing the position to 35,612 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #550.

Arkadios Wealth Advisors first reported a position in NEAR in Q4 2019 and has held it in 9 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Arkadios Wealth Advisors held 35,612 shares of iShares Short Maturity Bond ETF worth $1.81M as of Q1 2026.
Arkadios Wealth Advisors bought 26,616 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $1.36M.
iShares Short Maturity Bond ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #550 holding.
Arkadios Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 9 quarters since.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.