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GeoWealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

GeoWealth Management’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 		$2.59M Sell
50,980
-458
-0.9% -$23.4K 0.09% 132
2025
Q4 		$2.63M Sell
51,438
-1,802
-3% -$92.2K 0.1% 129
2025
Q3 		$2.73M Sell
53,240
-5,009
-9% -$256K 0.1% 132
2025
Q2 		$2.98M Sell
58,249
-2,094
-3% -$106K 0.12% 103
2025
Q1 		$3.07M Buy
60,343
+923
+2% +$46.8K 0.12% 103
2024
Q4 		$3M Sell
59,420
-84,374
-59% -$4.28M 0.1% 139
2024
Q3 		$7.37M Buy
143,794
+90,930
+172% +$4.62M 0.26% 67
2024
Q2 		$2.66M Buy
52,864
+2,173
+4% +$109K 0.12% 130
2024
Q1 		$2.56M Sell
50,691
-39,448
-44% -$1.99M 0.1% 151
2023
Q4 		$4.55M Buy
90,139
+90,026
+79,669% +$4.51M 0.38% 68
2023
Q3 		$6K Buy
+113
New +$5.62K ﹤0.01% 456
2022
Q2 		– Sell
-6,390
Closed -$317K – 372
2022
Q1 		$317K Buy
+6,390
New +$318K 0.03% 256
2021
Q4 		– Sell
-44,885
Closed -$2.25M – 402
2021
Q3 		$2.25M Sell
44,885
-3,601
-7% -$181K 0.19% 106
2021
Q2 		$2.43M Buy
+48,486
New +$2.43M 0.31% 71
2021
Q1 		– Sell
-53,358
Closed -$2.67M – 229
2020
Q4 		$2.67M Buy
53,358
+1,955
+4% +$98K 0.43% 64
2020
Q3 		$2.58M Sell
51,403
-3,985
-7% -$200K 0.78% 44
2020
Q2 		$2.77M Sell
55,388
-113,686
-67% -$5.62M 1.14% 32
2020
Q1 		$8.2M Buy
169,074
+17,395
+11% +$867K 5.79% 3
2019
Q4 		$7.62M Buy
+151,679
New +$7.63M 4.1% 3

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

GeoWealth Management's NEAR Position: Q1 2026 in Review

GeoWealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.89% in Q1 2026, selling an estimated $23.4K and leaving 50,980 shares worth $2.59M. The position accounts for 0.09% of the portfolio, ranked #132.

GeoWealth Management first reported a position in NEAR in Q4 2019 and has held it in 19 quarters since. The position peaked at $8.2M in Q1 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • GeoWealth Management held 50,980 shares of iShares Short Maturity Bond ETF worth $2.59M as of Q1 2026.
  • GeoWealth Management sold 458 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $23.4K.
  • iShares Short Maturity Bond ETF made up 0.09% of GeoWealth Management's portfolio in Q1 2026, its #132 holding.
  • GeoWealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • GeoWealth Management's iShares Short Maturity Bond ETF position peaked at $8.2M in Q1 2020.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.