Guided Capital Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Guided Capital Wealth 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	$271K	Hold	5,323	–	–	0.18%	33
2025 Q4	$272K	Sell	5,323 -176	-3%	-$9.01K	0.19%	36
2025 Q3	$282K	Hold	5,499	–	–	0.24%	31
2025 Q2	$281K	Hold	5,499	–	–	0.22%	32
2025 Q1	$280K	Hold	5,499	–	–	0.23%	32
2024 Q4	$278K	Buy	+5,499	New	+$279K	0.25%	27

Other funds holding NEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guided Capital Wealth Management's NEAR Position: Q1 2026 in Review

Guided Capital Wealth Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 5,323 shares worth $271K. The position accounts for 0.18% of the portfolio, ranked #33.

Guided Capital Wealth Management first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $282K in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Guided Capital Wealth Management held 5,323 shares of iShares Short Maturity Bond ETF worth $271K as of Q1 2026.
Guided Capital Wealth Management left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
iShares Short Maturity Bond ETF made up 0.18% of Guided Capital Wealth Management's portfolio in Q1 2026, its #33 holding.
Guided Capital Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 6 quarters since.
Guided Capital Wealth Management's iShares Short Maturity Bond ETF position peaked at $282K in Q3 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Guided Capital Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.