Barrett & Company’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Barrett & Company’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	$15K	Hold	296	–	–	0.01%	434
2025 Q4	$15.1K	Hold	296	–	–	0.01%	434
2025 Q3	$15.2K	Hold	296	–	–	0.01%	438
2025 Q2	$15.1K	Hold	296	–	–	0.01%	443
2025 Q1	$15.1K	Hold	296	–	–	0.01%	408
2024 Q4	$14.9K	Hold	296	–	–	0.01%	402
2024 Q3	$15.2K	Buy	+296	New	+$15K	0.01%	394

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

Barrett & Company's NEAR Position: Q1 2026 in Review

Barrett & Company held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 296 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #434.

Barrett & Company first reported a position in NEAR in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.2K in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Barrett & Company held 296 shares of iShares Short Maturity Bond ETF worth $15K as of Q1 2026.
Barrett & Company left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
iShares Short Maturity Bond ETF made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #434 holding.
Barrett & Company first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and has held it in 7 quarters since.
Barrett & Company's iShares Short Maturity Bond ETF position peaked at $15.2K in Q3 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.