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

Axxcess 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 		$15.7M Buy
307,924
+69,328
+29% +$3.54M 0.5% 47
2025
Q4 		$12.2M Buy
238,596
+44,733
+23% +$2.29M 0.21% 94
2025
Q3 		$9.94M Buy
193,863
+14,898
+8% +$761K 0.21% 88
2025
Q2 		$9.15M Buy
178,965
+37,582
+27% +$1.91M 0.21% 90
2025
Q1 		$7.19M Buy
141,383
+20,273
+17% +$1.03M 0.19% 101
2024
Q4 		$6.12M Buy
121,110
+33,940
+39% +$1.72M 0.15% 121
2024
Q3 		$4.47M Buy
+87,170
New +$4.43M 0.11% 154
2024
Q1 		– Sell
-9,432
Closed -$477K – 910
2023
Q4 		$477K Buy
9,432
+162
+2% +$8.11K 0.01% 527
2023
Q3 		$462K Buy
+9,270
New +$461K 0.02% 492
2023
Q2 		– Sell
-43,147
Closed -$2.14M – 656
2023
Q1 		$2.14M Sell
43,147
-44,006
-50% -$2.18M 0.16% 130
2022
Q4 		$4.29M Sell
87,153
-51,836
-37% -$2.55M 0.35% 61
2022
Q3 		$6.85M Sell
138,989
-22,957
-14% -$1.13M 0.65% 27
2022
Q2 		$7.98M Sell
161,946
-18,779
-10% -$928K 0.73% 22
2022
Q1 		$8.96M Sell
180,725
-2,793
-2% -$139K 0.7% 21
2021
Q4 		$9.17M Buy
+183,518
New +$9.18M 0.67% 23

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

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

Axxcess Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 29% in Q1 2026, buying an estimated $3.54M and bringing the position to 307,924 shares worth $15.7M. The position accounts for 0.5% of the portfolio, ranked #47.

Axxcess Wealth Management first reported a position in NEAR in Q4 2021 and has held it in 15 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Axxcess Wealth Management held 307,924 shares of iShares Short Maturity Bond ETF worth $15.7M as of Q1 2026.
  • Axxcess Wealth Management bought 69,328 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $3.54M.
  • iShares Short Maturity Bond ETF made up 0.5% of Axxcess Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Axxcess Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.