Focus Partners Wealth
NEAR icon

Focus Partners Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Focus Partners Wealth’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 		$11.8M Sell
232,064
-3,136
-1% -$160K 0.01% 672
2025
Q4 		$12M Sell
235,200
-5,666
-2% -$290K 0.01% 642
2025
Q3 		$12.4M Sell
240,866
-2,525
-1% -$129K 0.02% 506
2025
Q2 		$12.4M Buy
243,391
+875
+0.4% +$44.4K 0.03% 457
2025
Q1 		$12.3M Buy
242,516
+1,649
+0.7% +$83.5K 0.03% 429
2024
Q4 		$12.2M Sell
240,867
-821
-0.3% -$41.6K 0.03% 420
2024
Q3 		$12.4M Sell
241,688
-6,601
-3% -$335K 0.04% 363
2024
Q2 		$12.5M Buy
+248,289
New +$12.5M 0.04% 324

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

Focus Partners Wealth's NEAR Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Short Maturity Bond ETF (NEAR) stake by 1.3% in Q1 2026, selling an estimated $160K and leaving 232,064 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #672.

Focus Partners Wealth first reported a position in NEAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.5M in Q2 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Focus Partners Wealth held 232,064 shares of iShares Short Maturity Bond ETF worth $11.8M as of Q1 2026.
  • Focus Partners Wealth sold 3,136 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $160K.
  • iShares Short Maturity Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #672 holding.
  • Focus Partners Wealth first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's iShares Short Maturity Bond ETF position peaked at $12.5M in Q2 2024.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.