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Bartlett & Co Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bartlett & Co 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 		$44.7K Hold
880
– – ﹤0.01% 704
2025
Q4 		$45K Hold
880
– – ﹤0.01% 691
2025
Q3 		$45.1K Hold
880
– – ﹤0.01% 687
2025
Q2 		$45K Hold
880
– – ﹤0.01% 669
2025
Q1 		$44.8K Hold
880
– – ﹤0.01% 668
2024
Q4 		$44.4K Buy
+880
New +$44.6K ﹤0.01% 677

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

Bartlett & Co Wealth Management's NEAR Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 880 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Bartlett & Co Wealth Management first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.1K in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Bartlett & Co Wealth Management held 880 shares of iShares Short Maturity Bond ETF worth $44.7K as of Q1 2026.
  • Bartlett & Co Wealth Management left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #704 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Bartlett & Co Wealth Management's iShares Short Maturity Bond ETF position peaked at $45.1K in Q3 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.