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Clearwater Capital Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Clearwater Capital 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 		$158M Buy
3,117,801
+192,930
+7% +$9.85M 12.79% 1
2025
Q4 		$149M Buy
2,924,871
+120,936
+4% +$6.19M 12.46% 1
2025
Q3 		$144M Buy
2,803,935
+196,471
+8% +$10M 12.25% 1
2025
Q2 		$133M Sell
2,607,464
-6,336
-0.2% -$322K 12.17% 1
2025
Q1 		$133M Buy
2,613,800
+62,036
+2% +$3.14M 12.85% 1
2024
Q4 		$129M Buy
2,551,764
+143,128
+6% +$7.26M 12.61% 1
2024
Q3 		$123M Buy
2,408,636
+73,269
+3% +$3.72M 12.02% 1
2024
Q2 		$118M Buy
2,335,367
+833,916
+56% +$41.8M 12.45% 1
2024
Q1 		$75.8M Buy
1,501,451
+83,850
+6% +$4.23M 8.08% 2
2023
Q4 		$71.6M Buy
1,417,601
+131,066
+10% +$6.56M 8.03% 2
2023
Q3 		$64.2M Buy
1,286,535
+12,342
+1% +$614K 7.86% 1
2023
Q2 		$63.4M Buy
1,274,193
+33,142
+3% +$1.64M 7.55% 1
2023
Q1 		$61.6M Buy
1,241,051
+71,674
+6% +$3.55M 7.52% 1
2022
Q4 		$57.6M Sell
1,169,377
-14,106
-1% -$694K 7.51% 2
2022
Q3 		$58.3M Sell
1,183,483
-20,882
-2% -$1.03M 8.05% 2
2022
Q2 		$59.3M Sell
1,204,365
-38,781
-3% -$1.92M 8.11% 2
2022
Q1 		$61.6M Buy
1,243,146
+347,819
+39% +$17.3M 7.06% 2
2021
Q4 		$44.7M Sell
895,327
-1,815
-0.2% -$90.8K 4.93% 4
2021
Q3 		$45M Buy
897,142
+13,679
+2% +$686K 5.21% 3
2021
Q2 		$44.3M Sell
883,463
-27,241
-3% -$1.37M 5.16% 4
2021
Q1 		$45.7M Sell
910,704
-168,467
-16% -$8.46M 5.72% 3
2020
Q4 		$54.1M Buy
1,079,171
+150,482
+16% +$7.55M 7.18% 2
2020
Q3 		$46.5M Buy
928,689
+50,022
+6% +$2.5M 7.32% 2
2020
Q2 		$43.9M Buy
878,667
+68,131
+8% +$3.37M 7.35% 2
2020
Q1 		$39.3M Buy
810,536
+350,996
+76% +$17.5M 8.48% 2
2019
Q4 		$23.1M Buy
459,540
+155,674
+51% +$7.83M 3.85% 7
2019
Q3 		$15.3M Buy
+303,866
New +$15.3M 2.7% 7

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Clearwater Capital Advisors's NEAR Position: Q1 2026 in Review

Clearwater Capital Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 6.6% in Q1 2026, buying an estimated $9.85M and bringing the position to 3,117,801 shares worth $158M. The position accounts for 12.79% of the portfolio, ranked #1.

Clearwater Capital Advisors first reported a position in NEAR in Q3 2019 and has held it in 27 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Clearwater Capital Advisors held 3,117,801 shares of iShares Short Maturity Bond ETF worth $158M as of Q1 2026.
  • Clearwater Capital Advisors bought 192,930 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $9.85M.
  • iShares Short Maturity Bond ETF made up 12.79% of Clearwater Capital Advisors's portfolio in Q1 2026, its #1 holding.
  • Clearwater Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.