Avidian Wealth Enterprises’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Avidian Wealth Enterprises’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	$362K	Sell	7,117 -1,509	-17%	-$77.1K	0.01%	506
2025 Q4	$441K	Buy	8,626 +378	+5%	+$19.4K	0.02%	401
2025 Q3	$423K	Sell	8,248 -14	-0.2%	-$715	0.02%	402
2025 Q2	$422K	Buy	8,262 +950	+13%	+$48.2K	0.02%	374
2025 Q1	$372K	Buy	7,312 +555	+8%	+$28.1K	0.02%	366
2024 Q4	$341K	Buy	+6,757	New	+$343K	0.02%	375
2021 Q1	–	Sell	-9,005	Closed	-$452K	–	388
2020 Q4	$452K	Sell	9,005 -3,448	-28%	-$173K	0.04%	201
2020 Q3	$624K	Buy	12,453 +367	+3%	+$18.4K	0.07%	136
2020 Q2	$604K	Sell	12,086 -12,218	-50%	-$604K	0.08%	121
2020 Q1	$1.18M	Buy	24,304 +11,461	+89%	+$571K	0.19%	68
2019 Q4	$645K	Buy	12,843 +1,303	+11%	+$65.5K	0.09%	93
2019 Q3	$581K	Buy	+11,540	New	+$580K	0.1%	91

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

Avidian Wealth Enterprises's NEAR Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its iShares Short Maturity Bond ETF (NEAR) stake by 17% in Q1 2026, selling an estimated $77.1K and leaving 7,117 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #506.

Avidian Wealth Enterprises first reported a position in NEAR in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.18M in Q1 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Avidian Wealth Enterprises held 7,117 shares of iShares Short Maturity Bond ETF worth $362K as of Q1 2026.
Avidian Wealth Enterprises sold 1,509 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $77.1K.
iShares Short Maturity Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #506 holding.
Avidian Wealth Enterprises first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and has held it in 12 quarters since.
Avidian Wealth Enterprises's iShares Short Maturity Bond ETF position peaked at $1.18M in Q1 2020.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.