EP Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $395K | Sell |
7,761
-247
| -3% | -$12.6K | ﹤0.01% | 1011 |
|
|
2025
Q4 | $409K | Buy |
+8,008
| New | +$410K | ﹤0.01% | 970 |
|
|
2025
Q2 | $156K | Sell |
3,044
-3,639
| -54% | -$185K | ﹤0.01% | 1312 |
|
|
2025
Q1 | $340K | Sell |
6,683
-2,020
| -23% | -$102K | ﹤0.01% | 854 |
|
|
2024
Q4 | $440K | Sell |
8,703
-5,809
| -40% | -$295K | ﹤0.01% | 733 |
|
|
2024
Q3 | $744K | Sell |
14,512
-5,885
| -29% | -$299K | 0.01% | 576 |
|
|
2024
Q2 | $1.03M | Sell |
20,397
-5,519
| -21% | -$277K | 0.01% | 384 |
|
|
2024
Q1 | $1.31M | Sell |
25,916
-9,498
| -27% | -$479K | 0.02% | 334 |
|
|
2023
Q4 | $1.79M | Sell |
35,414
-132,019
| -79% | -$6.61M | 0.02% | 279 |
|
|
2023
Q3 | $8.35M | Buy |
167,433
+161,738
| +2,840% | +$8.05M | 0.13% | 113 |
|
|
2023
Q2 | $348M | Sell |
5,695
-15,305
| -73% | -$759K | 5.02% | 3 |
|
|
2023
Q1 | $134K | Sell |
21,000
-6,120,785
| -100% | -$303M | ﹤0.01% | 590 |
|
|
2022
Q4 | $303M | Buy |
6,141,785
+473,108
| +8% | +$23.3M | 5.45% | 3 |
|
|
2022
Q3 | $279M | Buy |
5,668,677
+666,843
| +13% | +$32.9M | 6.33% | 3 |
|
|
2022
Q2 | $246M | Buy |
+5,001,834
| New | +$247M | 5.55% | 3 |
|
|
2022
Q1 | – | Sell |
-5,958
| Closed | -$298K | – | 653 |
|
|
2021
Q4 | $298K | Hold |
5,958
| – | – | 0.01% | 464 |
|
|
2021
Q3 | $299K | Sell |
5,958
-3,661
| -38% | -$184K | 0.01% | 429 |
|
|
2021
Q2 | $483K | Sell |
9,619
-104
| -1% | -$5.22K | 0.01% | 343 |
|
|
2021
Q1 | $488K | Buy |
9,723
+3,507
| +56% | +$176K | 0.02% | 325 |
|
|
2020
Q4 | $312K | Hold |
6,216
| – | – | 0.01% | 339 |
|
|
2020
Q3 | $311K | Buy |
+6,216
| New | +$311K | 0.01% | 287 |
|
|
2020
Q2 | – | Sell |
-10,380
| Closed | -$513K | – | 253 |
|
|
2020
Q1 | $503K | Sell |
10,380
-514
| -5% | -$25.6K | 0.02% | 252 |
|
|
2019
Q4 | $547K | Buy |
+10,894
| New | +$548K | 0.02% | 267 |
|
|
2019
Q3 | – | Sell |
-4,652
| Closed | -$234K | – | 365 |
|
|
2019
Q2 | $234K | Buy |
+4,652
| New | +$234K | 0.01% | 271 |
|
|
2019
Q1 | – | Sell |
-4,370
| Closed | -$218K | – | 263 |
|
|
2018
Q4 | $218K | Buy |
+4,370
| New | +$219K | 0.02% | 234 |
|
|
2018
Q1 | – | Sell |
-8,640
| Closed | -$433K | – | 217 |
|
|
2017
Q4 | $433K | Sell |
8,640
-340
| -4% | -$17.1K | 0.05% | 118 |
|
|
2017
Q3 | $452K | Sell |
8,980
-2,047
| -19% | -$103K | 0.05% | 110 |
|
|
2017
Q2 | $554K | Sell |
11,027
-6,312
| -36% | -$317K | 0.07% | 101 |
|
|
2017
Q1 | $871K | Sell |
17,339
-1,621,804
| -99% | -$81.4M | 0.12% | 64 |
|
|
2016
Q4 | $72.1M | Buy |
1,639,143
+72,989
| +5% | +$3.66M | 10.54% | 2 |
|
|
2016
Q3 | $78.6M | Buy |
1,566,154
+48,636
| +3% | +$2.44M | 12.28% | 2 |
|
|
2016
Q2 | $76.1M | Sell |
1,517,518
-1,821
| -0.1% | -$91.2K | 12.13% | 2 |
|
|
2016
Q1 | $76.1M | Buy |
+1,519,339
| New | +$76M | 11.66% | 2 |
|
Other funds holding NEAR
CCA
BI
EP Wealth Advisors's NEAR Position: Q1 2026 in Review
EP Wealth Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 3.1% in Q1 2026, selling an estimated $12.6K and leaving 7,761 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.
EP Wealth Advisors first reported a position in NEAR in Q1 2016 and has held it in 33 quarters since. The position peaked at $348M in Q2 2023. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.
- EP Wealth Advisors held 7,761 shares of iShares Short Maturity Bond ETF worth $395K as of Q1 2026.
- EP Wealth Advisors sold 247 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $12.6K.
- iShares Short Maturity Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1011 holding.
- EP Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2016 and has held it in 33 quarters since.
- EP Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $348M in Q2 2023.
- 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.