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Hudock Inc’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Hudock Inc’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 		$578K Buy
11,372
+1,094
+11% +$55.9K 0.09% 104
2025
Q4 		$525K Buy
10,278
+141
+1% +$7.22K 0.08% 109
2025
Q3 		$520K Sell
10,137
-375
-4% -$19.2K 0.08% 108
2025
Q2 		$537K Sell
10,512
-112
-1% -$5.69K 0.09% 101
2025
Q1 		$540K Buy
10,624
+81
+0.8% +$4.1K 0.09% 88
2024
Q4 		$532K Buy
+10,543
New +$535K 0.09% 84
2020
Q1 		– Sell
-143
Closed -$7K – 718
2019
Q4 		$7K Hold
143
– – ﹤0.01% 453
2019
Q3 		$7K Sell
143
-90
-39% -$4.53K ﹤0.01% 460
2019
Q2 		$11K Hold
233
– – ﹤0.01% 414
2019
Q1 		$11K Buy
+233
New +$11.7K ﹤0.01% 402

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

Hudock Inc's NEAR Position: Q1 2026 in Review

Hudock Inc increased its iShares Short Maturity Bond ETF (NEAR) stake by 11% in Q1 2026, buying an estimated $55.9K and bringing the position to 11,372 shares worth $578K. The position accounts for 0.09% of the portfolio, ranked #104.

Hudock Inc first reported a position in NEAR in Q1 2019 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Hudock Inc held 11,372 shares of iShares Short Maturity Bond ETF worth $578K as of Q1 2026.
  • Hudock Inc bought 1,094 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $55.9K.
  • iShares Short Maturity Bond ETF made up 0.09% of Hudock Inc's portfolio in Q1 2026, its #104 holding.
  • Hudock Inc first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 10 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Hudock Inc's 13F filing for Q1 2026, filed 13 May 2026.