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Gentry Private Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Gentry Private 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 		$2.45M Buy
48,200
+1,200
+3% +$61.3K 1.48% 10
2025
Q4 		$2.4M Hold
47,000
– – 1.51% 10
2025
Q3 		$2.41M Buy
+47,000
New +$2.4M 1.68% 8

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

Gentry Private Wealth's NEAR Position: Q1 2026 in Review

Gentry Private Wealth increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.6% in Q1 2026, buying an estimated $61.3K and bringing the position to 48,200 shares worth $2.45M. The position accounts for 1.48% of the portfolio, ranked #10.

Gentry Private Wealth first reported a position in NEAR in Q3 2025 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Gentry Private Wealth held 48,200 shares of iShares Short Maturity Bond ETF worth $2.45M as of Q1 2026.
  • Gentry Private Wealth bought 1,200 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $61.3K.
  • iShares Short Maturity Bond ETF made up 1.48% of Gentry Private Wealth's portfolio in Q1 2026, its #10 holding.
  • Gentry Private Wealth first reported a position in iShares Short Maturity Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.