Concurrent Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Concurrent Investment 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	$11.9M	Buy	234,815 +65,272	+38%	+$3.33M	0.13%	168
2025 Q4	$8.66M	Buy	169,543 +90,616	+115%	+$4.64M	0.1%	220
2025 Q3	$4.05M	Buy	78,927 +51,489	+188%	+$2.63M	0.07%	281
2025 Q2	$1.4M	Buy	27,438 +13,664	+99%	+$694K	0.03%	512
2025 Q1	$701K	Buy	13,774 +2,182	+19%	+$111K	0.02%	644
2024 Q4	$585K	Sell	11,592 -791	-6%	-$40.1K	0.02%	630
2024 Q3	$634K	Sell	12,383 -668	-5%	-$33.9K	0.02%	568
2024 Q2	$657K	Buy	13,051 +2,286	+21%	+$115K	0.02%	524
2024 Q1	$543K	Buy	10,765 +691	+7%	+$34.9K	0.02%	524
2023 Q4	$509K	Buy	+10,074	New	+$504K	0.02%	493

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

Concurrent Investment Advisors's NEAR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 38% in Q1 2026, buying an estimated $3.33M and bringing the position to 234,815 shares worth $11.9M. The position accounts for 0.13% of the portfolio, ranked #168.

Concurrent Investment Advisors first reported a position in NEAR in Q4 2023 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Concurrent Investment Advisors held 234,815 shares of iShares Short Maturity Bond ETF worth $11.9M as of Q1 2026.
Concurrent Investment Advisors bought 65,272 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $3.33M.
iShares Short Maturity Bond ETF made up 0.13% of Concurrent Investment Advisors's portfolio in Q1 2026, its #168 holding.
Concurrent Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 10 quarters since.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.