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Brooks Moore & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Brooks Moore & Associates’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 		$2.96M Buy
58,153
+14,250
+32% +$728K 1.48% 22
2025
Q4 		$2.24M Buy
43,903
+27,978
+176% +$1.43M 1.1% 31
2025
Q3 		$817K Buy
15,925
+8,350
+110% +$427K 0.41% 60
2025
Q2 		$387K Buy
+7,575
New +$385K 0.21% 79

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

Brooks Moore & Associates's NEAR Position: Q1 2026 in Review

Brooks Moore & Associates increased its iShares Short Maturity Bond ETF (NEAR) stake by 32% in Q1 2026, buying an estimated $728K and bringing the position to 58,153 shares worth $2.96M. The position accounts for 1.48% of the portfolio, ranked #22.

Brooks Moore & Associates first reported a position in NEAR in Q2 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Brooks Moore & Associates held 58,153 shares of iShares Short Maturity Bond ETF worth $2.96M as of Q1 2026.
  • Brooks Moore & Associates bought 14,250 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $728K.
  • iShares Short Maturity Bond ETF made up 1.48% of Brooks Moore & Associates's portfolio in Q1 2026, its #22 holding.
  • Brooks Moore & Associates first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.