Holistic Planning’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Holistic Planning’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	$553K	Buy	+10,888	New	+$556K	0.11%	168

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

Holistic Planning's NEAR Position: Q1 2026 in Review

Holistic Planning opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q1 2026: 10,888 shares worth $553K. The stake represents 0.11% of the portfolio and ranks #168 among its holdings.

389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Holistic Planning held 10,888 shares of iShares Short Maturity Bond ETF worth $553K as of Q1 2026.
iShares Short Maturity Bond ETF was a new Holistic Planning position in Q1 2026.
iShares Short Maturity Bond ETF made up 0.11% of Holistic Planning's portfolio in Q1 2026, its #168 holding.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.