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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
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

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

Guardian Wealth Advisors (Minnesota)'s NEAR Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its iShares Short Maturity Bond ETF (NEAR) stake by 34% in Q1 2026, selling an estimated $380K and leaving 14,219 shares worth $723K. The position accounts for 0.42% of the portfolio, ranked #26.

Guardian Wealth Advisors (Minnesota) first reported a position in NEAR in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.64M in Q1 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 14,219 shares of iShares Short Maturity Bond ETF worth $723K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 7,448 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $380K.
  • iShares Short Maturity Bond ETF made up 0.42% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #26 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s iShares Short Maturity Bond ETF position peaked at $4.64M in Q1 2022.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.