Creative Planning
NEAR icon

Creative Planning’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Creative Planning’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 		$531K Buy
10,441
+102
+1% +$5.21K ﹤0.01% 2990
2025
Q4 		$528K Sell
10,339
-313
-3% -$16K ﹤0.01% 2794
2025
Q3 		$546K Sell
10,652
-3,927
-27% -$201K ﹤0.01% 2640
2025
Q2 		$745K Buy
14,579
+5,232
+56% +$266K ﹤0.01% 2102
2025
Q1 		$476K Buy
+9,347
New +$474K ﹤0.01% 2332
2024
Q4 		– Sell
-5,136
Closed -$263K – 3649
2024
Q3 		$263K Buy
+5,136
New +$261K ﹤0.01% 2628
2022
Q1 		– Sell
-5,150
Closed -$257K – 2407
2021
Q4 		$257K Sell
5,150
-556
-10% -$27.8K ﹤0.01% 1717
2021
Q3 		$286K Buy
5,706
+547
+11% +$27.4K ﹤0.01% 1623
2021
Q2 		$259K Sell
5,159
-2,202
-30% -$110K ﹤0.01% 1641
2021
Q1 		$369K Sell
7,361
-1,266
-15% -$63.6K ﹤0.01% 1648
2020
Q4 		$433K Buy
8,627
+2,288
+36% +$115K ﹤0.01% 1399
2020
Q3 		$318K Buy
6,339
+1,870
+42% +$93.6K ﹤0.01% 1393
2020
Q2 		$223K Buy
+4,469
New +$221K ﹤0.01% 1469
2017
Q3 		– Sell
-1,324
Closed -$67K – 3054
2017
Q2 		$67K Sell
1,324
-713
-35% -$35.8K ﹤0.01% 2287
2017
Q1 		$102K Buy
2,037
+1,537
+307% +$77.1K ﹤0.01% 1948
2016
Q4 		$25K Sell
500
-1,703
-77% -$85.4K ﹤0.01% 2924
2016
Q3 		$111K Sell
2,203
-2,152
-49% -$108K ﹤0.01% 1783
2016
Q2 		$218K Buy
4,355
+3,638
+507% +$182K ﹤0.01% 1215
2016
Q1 		$36K Buy
717
+217
+43% +$10.8K ﹤0.01% 2327
2015
Q4 		$25K Hold
500
– – ﹤0.01% 2675
2015
Q3 		$25K Buy
+500
New +$25K ﹤0.01% 2557
2015
Q2 		– Sell
-500
Closed -$25K – 2333
2015
Q1 		$25K Buy
+500
New +$25.1K ﹤0.01% 2557

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

Creative Planning's NEAR Position: Q1 2026 in Review

Creative Planning increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.99% in Q1 2026, buying an estimated $5.21K and bringing the position to 10,441 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #2990.

Creative Planning first reported a position in NEAR in Q1 2015 and has held it in 22 quarters since. The position peaked at $745K in Q2 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Creative Planning held 10,441 shares of iShares Short Maturity Bond ETF worth $531K as of Q1 2026.
  • Creative Planning bought 102 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $5.21K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2990 holding.
  • Creative Planning first reported a position in iShares Short Maturity Bond ETF in Q1 2015 and has held it in 22 quarters since.
  • Creative Planning's iShares Short Maturity Bond ETF position peaked at $745K in Q2 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.