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GC Wealth Management RIA’s iShares Short Maturity Bond ETF NEAR Stock Holding History

GC Wealth Management RIA’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 		– Sell
-49,673
Closed -$2.54M – 540
2025
Q4 		$2.54M Sell
49,673
-1,794
-3% -$91.8K 0.09% 141
2025
Q3 		$2.64M Sell
51,467
-1,083
-2% -$55.3K 0.09% 175
2025
Q2 		$2.69M Sell
52,550
-5,658
-10% -$287K 0.22% 104
2025
Q1 		$2.96M Sell
58,208
-466
-0.8% -$23.6K 0.54% 43
2024
Q4 		$2.96M Sell
58,674
-540
-0.9% -$27.4K 0.52% 38
2024
Q3 		$3.03M Buy
59,214
+7,194
+14% +$366K 0.53% 38
2024
Q2 		$2.62M Buy
52,020
+4,845
+10% +$243K 0.52% 38
2024
Q1 		$2.38M Buy
47,175
+12,558
+36% +$634K 0.48% 40
2023
Q4 		$1.75M Buy
+34,617
New +$1.73M 0.79% 29

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GC Wealth Management RIA's NEAR Position: Q1 2026 in Review

GC Wealth Management RIA sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 49,673 shares — an estimated $2.54M sold.

GC Wealth Management RIA first reported a position in NEAR in Q4 2023 and held it in 9 quarters. The position peaked at $3.03M in Q3 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • GC Wealth Management RIA reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 49,673 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $2.54M.
  • GC Wealth Management RIA first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and held it in 9 quarters.
  • GC Wealth Management RIA's iShares Short Maturity Bond ETF position peaked at $3.03M in Q3 2024.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on GC Wealth Management RIA's 13F filing for Q1 2026, filed 14 May 2026.