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BlueChip Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

BlueChip Wealth 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 		– Sell
-9,363
Closed -$478K – 162
2025
Q4 		$478K Sell
9,363
-5,390
-37% -$276K 0.2% 82
2025
Q3 		$757K Sell
14,753
-442
-3% -$22.6K 0.32% 57
2025
Q2 		$776K Sell
15,195
-1,001
-6% -$50.8K 0.35% 58
2025
Q1 		$824K Buy
+16,196
New +$820K 0.4% 53

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

BlueChip Wealth Advisors's NEAR Position: Q1 2026 in Review

BlueChip Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 9,363 shares — an estimated $478K sold.

BlueChip Wealth Advisors first reported a position in NEAR in Q1 2025 and held it in 4 quarters. The position peaked at $824K in Q1 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • BlueChip Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 9,363 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $478K.
  • BlueChip Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and held it in 4 quarters.
  • BlueChip Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $824K in Q1 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.