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Beacon Pointe Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Beacon Pointe Advisors’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 		$2.63M Buy
51,694
+8,375
+19% +$428K 0.01% 651
2025
Q4 		$2.21M Buy
43,319
+27,249
+170% +$1.39M 0.02% 578
2025
Q3 		$824K Buy
16,070
+11,501
+252% +$587K 0.01% 836
2025
Q2 		$233K Sell
4,569
-2,964
-39% -$151K ﹤0.01% 1145
2025
Q1 		$383K Buy
7,533
+3,229
+75% +$164K ﹤0.01% 935
2024
Q4 		$217K Buy
4,304
+49
+1% +$2.48K ﹤0.01% 1120
2024
Q3 		$218K Sell
4,255
-4,532
-52% -$230K ﹤0.01% 1133
2024
Q2 		$442K Sell
8,787
-417
-5% -$20.9K 0.01% 916
2024
Q1 		$464K Sell
9,204
-4,726
-34% -$238K 0.01% 939
2023
Q4 		$704K Buy
13,930
+4,432
+47% +$222K 0.01% 777
2023
Q3 		$474K Buy
+9,498
New +$472K 0.01% 902

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

Beacon Pointe Advisors's NEAR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 19% in Q1 2026, buying an estimated $428K and bringing the position to 51,694 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #651.

Beacon Pointe Advisors first reported a position in NEAR in Q3 2023 and has held it in 11 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Beacon Pointe Advisors held 51,694 shares of iShares Short Maturity Bond ETF worth $2.63M as of Q1 2026.
  • Beacon Pointe Advisors bought 8,375 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $428K.
  • iShares Short Maturity Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #651 holding.
  • Beacon Pointe Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.