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

Boulder 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 		$497K Sell
9,774
-587
-6% -$30K 0.2% 23
2025
Q4 		$529K Sell
10,361
-4,823
-32% -$247K 0.22% 25
2025
Q3 		$779K Buy
+15,184
New +$776K 0.36% 17
2022
Q4 		$8.24M Buy
+167,268
New +$8.22M 7.37% 7

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

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

Boulder Wealth Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 5.7% in Q1 2026, selling an estimated $30K and leaving 9,774 shares worth $497K. The position accounts for 0.2% of the portfolio, ranked #23.

Boulder Wealth Advisors first reported a position in NEAR in Q4 2022 and has held it in 4 quarters since. The position peaked at $8.24M in Q4 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Boulder Wealth Advisors held 9,774 shares of iShares Short Maturity Bond ETF worth $497K as of Q1 2026.
  • Boulder Wealth Advisors sold 587 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $30K.
  • iShares Short Maturity Bond ETF made up 0.2% of Boulder Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Boulder Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Boulder Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $8.24M in Q4 2022.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.