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

Eagle Bluffs 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 		$756K Sell
14,866
-436
-3% -$22.3K 0.29% 53
2025
Q4 		$782K Buy
15,302
+352
+2% +$18K 0.32% 50
2025
Q3 		$767K Sell
14,950
-158
-1% -$8.07K 0.33% 52
2025
Q2 		$772K Sell
15,108
-10
-0.1% -$508 0.37% 51
2025
Q1 		$769K Sell
15,118
-990
-6% -$50.2K 0.41% 51
2024
Q4 		$813K Sell
16,108
-96
-0.6% -$4.87K 0.44% 49
2024
Q3 		$830K Sell
16,204
-16
-0.1% -$813 0.45% 46
2024
Q2 		$816K Sell
16,220
-139
-0.8% -$6.97K 0.47% 46
2024
Q1 		$825K Sell
16,359
-444
-3% -$22.4K 0.51% 46
2023
Q4 		$849K Buy
16,803
+8,157
+94% +$408K 0.58% 41
2023
Q3 		$431K Sell
8,646
-1,621
-16% -$80.6K 0.33% 54
2023
Q2 		$510K Buy
10,267
+611
+6% +$30.3K 0.39% 50
2023
Q1 		$479K Sell
9,656
-1,937
-17% -$95.9K 0.39% 50
2022
Q4 		$571K Buy
11,593
+1,132
+11% +$55.7K 0.6% 42
2022
Q3 		$515K Buy
10,461
+21
+0.2% +$1.03K 0.59% 44
2022
Q2 		$514K Buy
10,440
+149
+1% +$7.36K 0.55% 48
2022
Q1 		$510K Sell
10,291
-17,875
-63% -$889K 0.49% 50
2021
Q4 		$1.41M Buy
+28,166
New +$1.41M 1.47% 23

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

Eagle Bluffs Wealth Management's NEAR Position: Q1 2026 in Review

Eagle Bluffs Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2.8% in Q1 2026, selling an estimated $22.3K and leaving 14,866 shares worth $756K. The position accounts for 0.29% of the portfolio, ranked #53.

Eagle Bluffs Wealth Management first reported a position in NEAR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.41M in Q4 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Eagle Bluffs Wealth Management held 14,866 shares of iShares Short Maturity Bond ETF worth $756K as of Q1 2026.
  • Eagle Bluffs Wealth Management sold 436 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $22.3K.
  • iShares Short Maturity Bond ETF made up 0.29% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Eagle Bluffs Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Eagle Bluffs Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.41M in Q4 2021.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.