Foster Victor Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Foster Victor Wealth 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	$236K	Sell	4,637 -6,191	-57%	-$316K	0.01%	224
2025 Q4	$553K	Buy	+10,828	New	+$554K	0.03%	152
2022 Q4	–	Sell	-38,590	Closed	-$1.9M	–	170
2022 Q3	$1.9M	Sell	38,590 -3,827	-9%	-$189K	0.28%	77
2022 Q2	$2.09M	Sell	42,417 -2,949	-7%	-$146K	0.31%	77
2022 Q1	$2.25M	Buy	45,366 +5,634	+14%	+$280K	0.31%	76
2021 Q4	$1.98M	Buy	39,732 +1,497	+4%	+$74.9K	0.27%	82
2021 Q3	$1.92M	Buy	38,235 +1,434	+4%	+$71.9K	0.31%	80
2021 Q2	$1.85M	Sell	36,801 -135	-0.4%	-$6.77K	0.31%	81
2021 Q1	$1.85M	Sell	36,936 -487	-1%	-$24.4K	0.34%	79
2020 Q4	$1.88M	Buy	37,423 +183	+0.5%	+$9.18K	0.43%	55
2020 Q3	$1.87M	Buy	+37,240	New	+$1.86M	0.51%	49

Other funds holding NEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Foster Victor Wealth Advisors's NEAR Position: Q1 2026 in Review

Foster Victor Wealth Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 57% in Q1 2026, selling an estimated $316K and leaving 4,637 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #224.

Foster Victor Wealth Advisors first reported a position in NEAR in Q3 2020 and has held it in 11 quarters since. The position peaked at $2.25M in Q1 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Foster Victor Wealth Advisors held 4,637 shares of iShares Short Maturity Bond ETF worth $236K as of Q1 2026.
Foster Victor Wealth Advisors sold 6,191 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $316K.
iShares Short Maturity Bond ETF made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q1 2026, its #224 holding.
Foster Victor Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and has held it in 11 quarters since.
Foster Victor Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $2.25M in Q1 2022.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.