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

Atomi Financial Group’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	-8,034	Closed	-$411K	–	1283
2025 Q4	$411K	Sell	8,034 -119	-1%	-$6.09K	0.01%	782
2025 Q3	$418K	Buy	8,153 +4,046	+99%	+$207K	0.01%	721
2025 Q2	$210K	Buy	+4,107	New	+$209K	0.01%	1022
2025 Q1	–	Sell	-4,063	Closed	-$205K	–	1089
2024 Q4	$205K	Buy	+4,063	New	+$206K	0.01%	909

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

Atomi Financial Group's NEAR Position: Q1 2026 in Review

Atomi Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 8,034 shares — an estimated $411K sold.

Atomi Financial Group first reported a position in NEAR in Q4 2024 and held it in 4 quarters. The position peaked at $418K in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Atomi Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
Atomi Financial Group sold 8,034 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $411K.
Atomi Financial Group first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and held it in 4 quarters.
Atomi Financial Group's iShares Short Maturity Bond ETF position peaked at $418K in Q3 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.