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Guardian Wealth Advisors (Minnesota)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
Q2 		$637K Sell
12,573
-1,646
-12% -$83.5K 0.32% 30
2026
Q1 		$723K Sell
14,219
-7,448
-34% -$380K 0.42% 26
2025
Q4 		$1.11M Sell
21,667
-5,639
-21% -$289K 0.62% 18
2025
Q3 		$1.4M Sell
27,306
-25,006
-48% -$1.28M 0.79% 15
2025
Q2 		$2.67M Sell
52,312
-9,380
-15% -$476K 1.58% 12
2025
Q1 		$3.14M Buy
61,692
+50
+0.1% +$2.53K 2.01% 12
2024
Q4 		$3.11M Buy
61,642
+1,184
+2% +$60K 2% 12
2024
Q3 		$3.1M Buy
60,458
+1,010
+2% +$51.3K 1.91% 11
2024
Q2 		$2.99M Buy
59,448
+904
+2% +$45.3K 1.95% 11
2024
Q1 		$2.95M Sell
58,544
-3,890
-6% -$196K 1.92% 11
2023
Q4 		$3.15M Sell
62,434
-2,085
-3% -$104K 2.2% 11
2023
Q3 		$3.22M Sell
64,519
-2,260
-3% -$112K 2.47% 11
2023
Q2 		$3.32M Sell
66,779
-7,751
-10% -$385K 2.44% 11
2023
Q1 		$3.7M Sell
74,530
-7,446
-9% -$369K 2.9% 10
2022
Q4 		$4.04M Sell
81,976
-2,010
-2% -$98.8K 3.59% 9
2022
Q3 		$4.14M Sell
83,986
-4,130
-5% -$204K 4.02% 10
2022
Q2 		$4.34M Sell
88,116
-5,524
-6% -$273K 4% 10
2022
Q1 		$4.64M Buy
93,640
+5,060
+6% +$252K 3.82% 10
2021
Q4 		$4.42M Buy
88,580
+14,865
+20% +$744K 3.55% 10
2021
Q3 		$3.7M Buy
73,715
+13,390
+22% +$671K 3.29% 12
2021
Q2 		$3.03M Buy
60,325
+23,975
+66% +$1.2M 2.62% 13
2021
Q1 		$1.82M Buy
36,350
+27,690
+320% +$1.39M 1.69% 15
2020
Q4 		$434K Buy
+8,660
New +$434K 0.43% 41

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 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

Guardian Wealth Advisors (Minnesota)'s NEAR Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its iShares Short Maturity Bond ETF (NEAR) stake by 12% in Q2 2026, selling an estimated $83.5K and leaving 12,573 shares worth $637K. The position accounts for 0.32% of the portfolio, ranked #30.

Guardian Wealth Advisors (Minnesota) first reported a position in NEAR in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.64M in Q1 2022. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 12,573 shares of iShares Short Maturity Bond ETF worth $637K as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) sold 1,646 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $83.5K.
  • iShares Short Maturity Bond ETF made up 0.32% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #30 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s iShares Short Maturity Bond ETF position peaked at $4.64M in Q1 2022.
  • 405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.