Caliber Wealth Management (Kansas)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Caliber Wealth Management (Kansas)’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	$4.63M	Buy	91,073 +708	+0.8%	+$36.2K	0.51%	37
2025 Q4	$4.62M	Buy	90,365 +569	+0.6%	+$29.1K	0.5%	37
2025 Q3	$4.6M	Sell	89,796 -946	-1%	-$48.3K	0.51%	39
2025 Q2	$4.64M	Buy	90,742 +224	+0.2%	+$11.4K	0.5%	40
2025 Q1	$4.6M	Buy	+90,518	New	+$4.59M	0.63%	35

Other funds holding NEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s NEAR Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.78% in Q1 2026, buying an estimated $36.2K and bringing the position to 91,073 shares worth $4.63M. The position accounts for 0.51% of the portfolio, ranked #37.

Caliber Wealth Management (Kansas) first reported a position in NEAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.64M in Q2 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Caliber Wealth Management (Kansas) held 91,073 shares of iShares Short Maturity Bond ETF worth $4.63M as of Q1 2026.
Caliber Wealth Management (Kansas) bought 708 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $36.2K.
iShares Short Maturity Bond ETF made up 0.51% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #37 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 5 quarters since.
Caliber Wealth Management (Kansas)'s iShares Short Maturity Bond ETF position peaked at $4.64M in Q2 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.