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

Detalus 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 		$508K Buy
+10,000
New +$511K 0.12% 96

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

Detalus Advisors's NEAR Position: Q1 2026 in Review

Detalus Advisors opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q1 2026: 10,000 shares worth $508K. The stake represents 0.12% of the portfolio and ranks #96 among its holdings.

389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Detalus Advisors held 10,000 shares of iShares Short Maturity Bond ETF worth $508K as of Q1 2026.
  • iShares Short Maturity Bond ETF was a new Detalus Advisors position in Q1 2026.
  • iShares Short Maturity Bond ETF made up 0.12% of Detalus Advisors's portfolio in Q1 2026, its #96 holding.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.