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Belpointe Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Belpointe Asset 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 		$2.21M Buy
43,523
+1,114
+3% +$56.9K 0.08% 221
2025
Q4 		$2.17M Sell
42,409
-7,709
-15% -$395K 0.08% 208
2025
Q3 		$2.57M Sell
50,118
-4,727
-9% -$241K 0.1% 175
2025
Q2 		$2.8M Sell
54,845
-1,587
-3% -$80.6K 0.12% 152
2025
Q1 		$2.87M Sell
56,432
-2,067
-4% -$105K 0.15% 133
2024
Q4 		$2.98M Sell
58,499
-1,013
-2% -$51.4K 0.18% 116
2024
Q3 		$3.05M Buy
59,512
+45,395
+322% +$2.31M 0.18% 108
2024
Q2 		$711K Sell
14,117
-4,605
-25% -$231K 0.05% 364
2024
Q1 		$945K Sell
18,722
-5,601
-23% -$283K 0.07% 283
2023
Q4 		$1.23M Sell
24,323
-4,976
-17% -$249K 0.11% 187
2023
Q3 		$1.46M Buy
29,299
+244
+0.8% +$12.1K 0.15% 136
2023
Q2 		$1.44M Sell
29,055
-197,673
-87% -$9.81M 0.15% 131
2023
Q1 		$11.2M Buy
226,728
+138,974
+158% +$6.88M 0.61% 22
2022
Q4 		$4.32M Sell
87,754
-224,838
-72% -$11.1M 0.26% 67
2022
Q3 		$15.4M Buy
312,592
+192,008
+159% +$9.46M 1.04% 10
2022
Q2 		$5.94M Sell
120,584
-9,479
-7% -$468K 0.4% 41
2022
Q1 		$6.45M Sell
130,063
-1,495
-1% -$74.4K 0.39% 41
2021
Q4 		$6.57M Buy
131,558
+27,459
+26% +$1.37M 0.41% 38
2021
Q3 		$5.22M Buy
104,099
+3,183
+3% +$160K 0.36% 48
2021
Q2 		$5.06M Buy
100,916
+66,176
+190% +$3.32M 0.36% 48
2021
Q1 		$1.74M Sell
34,740
-78,789
-69% -$3.96M 0.15% 149
2020
Q4 		$5.7M Buy
113,529
+66,560
+142% +$3.34M 0.51% 31
2020
Q3 		$2.35M Sell
46,969
-5,110
-10% -$256K 0.26% 83
2020
Q2 		$2.6M Buy
52,079
+6,080
+13% +$301K 0.34% 59
2020
Q1 		$2.23M Sell
45,999
-14,712
-24% -$733K 0.39% 54
2019
Q4 		$3.05M Sell
60,711
-1,722
-3% -$86.6K 0.39% 58
2019
Q3 		$3.14M Buy
62,433
+36,586
+142% +$1.84M 0.51% 36
2019
Q2 		$1.3M Buy
25,847
+1,071
+4% +$53.8K 0.26% 86
2019
Q1 		$1.25M Buy
24,776
+5,257
+27% +$263K 0.24% 66
2018
Q4 		$973K Sell
19,519
-1,120
-5% -$56K 0.25% 84
2018
Q3 		$1.04M Buy
+20,639
New +$1.03M 0.16% 116

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

Belpointe Asset Management's NEAR Position: Q1 2026 in Review

Belpointe Asset Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.6% in Q1 2026, buying an estimated $56.9K and bringing the position to 43,523 shares worth $2.21M. The position accounts for 0.08% of the portfolio, ranked #221.

Belpointe Asset Management first reported a position in NEAR in Q3 2018 and has held it in 31 quarters since. The position peaked at $15.4M in Q3 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Belpointe Asset Management held 43,523 shares of iShares Short Maturity Bond ETF worth $2.21M as of Q1 2026.
  • Belpointe Asset Management bought 1,114 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $56.9K.
  • iShares Short Maturity Bond ETF made up 0.08% of Belpointe Asset Management's portfolio in Q1 2026, its #221 holding.
  • Belpointe Asset Management first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and has held it in 31 quarters since.
  • Belpointe Asset Management's iShares Short Maturity Bond ETF position peaked at $15.4M in Q3 2022.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.