Bartlett & Co Wealth Management
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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
Q3 		$43.9K Hold
880
– – ﹤0.01% 761
2026
Q2 		$44.6K Hold
880
– – ﹤0.01% 763
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bartlett & Co Wealth Management's NEAR Position: Q3 2026 in Review

Bartlett & Co Wealth Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q3 2026 at 880 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Bartlett & Co Wealth Management first reported a position in NEAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $45.1K in Q3 2025. 368 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • Bartlett & Co Wealth Management held 880 shares of iShares Short Maturity Bond ETF worth $43.9K as of Q3 2026.
  • Bartlett & Co Wealth Management left its iShares Short Maturity Bond ETF share count unchanged in Q3 2026.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #761 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Bartlett & Co Wealth Management's iShares Short Maturity Bond ETF position peaked at $45.1K in Q3 2025.
  • 368 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.