Clayton Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Clayton Financial Group’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	$36K	Sell	708 -1,291	-65%	-$65.9K	0.02%	161
2025 Q4	$102K	Sell	1,999 -4,174	-68%	-$214K	0.05%	105
2025 Q3	$317K	Buy	+6,173	New	+$315K	0.23%	41
2025 Q2	–	Sell	-80,333	Closed	-$4.09M	–	83
2025 Q1	$4.09M	Buy	80,333 +4,492	+6%	+$228K	1.5%	20
2024 Q4	$3.83M	Buy	75,841 +3,895	+5%	+$198K	1.38%	20
2024 Q3	$3.69M	Buy	71,946 +9,624	+15%	+$489K	1.38%	19
2024 Q2	$3.14M	Buy	62,322 +6,142	+11%	+$308K	1.36%	20
2024 Q1	$2.83M	Buy	56,180 +611	+1%	+$30.8K	1.29%	20
2023 Q4	$2.81M	Buy	+55,569	New	+$2.78M	1.75%	17

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

Clayton Financial Group's NEAR Position: Q1 2026 in Review

Clayton Financial Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 65% in Q1 2026, selling an estimated $65.9K and leaving 708 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #161.

Clayton Financial Group first reported a position in NEAR in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.09M in Q1 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Clayton Financial Group held 708 shares of iShares Short Maturity Bond ETF worth $36K as of Q1 2026.
Clayton Financial Group sold 1,291 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $65.9K.
iShares Short Maturity Bond ETF made up 0.02% of Clayton Financial Group's portfolio in Q1 2026, its #161 holding.
Clayton Financial Group first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 9 quarters since.
Clayton Financial Group's iShares Short Maturity Bond ETF position peaked at $4.09M in Q1 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.