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Insight Wealth Strategies’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Insight Wealth Strategies’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 		– Sell
-5,150
Closed -$263K – 184
2025
Q4 		$263K Sell
5,150
-2,189
-30% -$112K 0.03% 153
2025
Q3 		$376K Buy
+7,339
New +$375K 0.04% 136
2021
Q1 		– Sell
-10,486
Closed -$526K – 230
2020
Q4 		$526K Sell
10,486
-1,191
-10% -$59.7K 0.09% 110
2020
Q3 		$585K Buy
11,677
+39
+0.3% +$1.95K 0.11% 90
2020
Q2 		$582K Sell
11,638
-1,837
-14% -$90.8K 0.13% 75
2020
Q1 		$653K Sell
13,475
-4,370
-24% -$218K 0.17% 56
2019
Q4 		$897K Buy
17,845
+187
+1% +$9.4K 0.19% 87
2019
Q3 		$889K Sell
17,658
-240,426
-93% -$12.1M 0.21% 76
2019
Q2 		$13M Sell
258,084
-8,147
-3% -$409K 3.17% 12
2019
Q1 		$13.4M Buy
266,231
+7,698
+3% +$385K 3.74% 9
2018
Q4 		$12.9M Buy
+258,533
New +$12.9M 3.95% 10

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

Insight Wealth Strategies's NEAR Position: Q1 2026 in Review

Insight Wealth Strategies sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 5,150 shares — an estimated $263K sold.

Insight Wealth Strategies first reported a position in NEAR in Q4 2018 and held it in 11 quarters. The position peaked at $13.4M in Q1 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Insight Wealth Strategies reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 5,150 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $263K.
  • Insight Wealth Strategies first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 11 quarters.
  • Insight Wealth Strategies's iShares Short Maturity Bond ETF position peaked at $13.4M in Q1 2019.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Insight Wealth Strategies's 13F filing for Q1 2026, filed 10 Apr 2026.