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Consultiva Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Consultiva Wealth Management’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 		$15.8K Hold
310
– – 0.05% 179
2025
Q4 		$15.8K Buy
310
+195
+170% +$9.98K 0.04% 175
2025
Q3 		$5.9K Hold
115
– – 0.02% 226
2025
Q2 		$5.88K Buy
115
+40
+53% +$2.03K 0.02% 233
2025
Q1 		$3.81K Buy
+75
New +$3.8K 0.01% 250

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

Consultiva Wealth Management's NEAR Position: Q1 2026 in Review

Consultiva Wealth Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 310 shares worth $15.8K. The position accounts for 0.05% of the portfolio, ranked #179.

Consultiva Wealth Management first reported a position in NEAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $15.8K in Q4 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Consultiva Wealth Management held 310 shares of iShares Short Maturity Bond ETF worth $15.8K as of Q1 2026.
  • Consultiva Wealth Management left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
  • iShares Short Maturity Bond ETF made up 0.05% of Consultiva Wealth Management's portfolio in Q1 2026, its #179 holding.
  • Consultiva Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Consultiva Wealth Management's iShares Short Maturity Bond ETF position peaked at $15.8K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.