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Investment Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Investment Advisory Group’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 		$826K Sell
16,253
-1,800
-10% -$91.9K 0.21% 87
2025
Q4 		$923K Buy
18,053
+200
+1% +$10.2K 0.24% 82
2025
Q3 		$916K Sell
17,853
-100
-0.6% -$5.11K 0.25% 78
2025
Q2 		$917K Sell
17,953
-1,230
-6% -$62.5K 0.28% 71
2025
Q1 		$976K Sell
19,183
-30
-0.2% -$1.52K 0.33% 64
2024
Q4 		$970K Buy
19,213
+1,290
+7% +$65.4K 0.32% 64
2024
Q3 		$918K Sell
17,923
-200
-1% -$10.2K 0.32% 63
2024
Q2 		$912K Hold
18,123
– – 0.35% 61
2024
Q1 		$914K Buy
18,123
+400
+2% +$20.2K 0.38% 56
2023
Q4 		$895K Sell
17,723
-920
-5% -$46K 0.41% 53
2023
Q3 		$930K Hold
18,643
– – 0.48% 48
2023
Q2 		$927K Buy
18,643
+2,500
+15% +$124K 0.47% 47
2023
Q1 		$801K Buy
16,143
+1,160
+8% +$57.4K 0.46% 50
2022
Q4 		$738K Sell
14,983
-800
-5% -$39.3K 0.45% 49
2022
Q3 		$777K Sell
15,783
-1,339
-8% -$66K 0.54% 43
2022
Q2 		$846K Sell
17,122
-3,053
-15% -$151K 0.58% 41
2022
Q1 		$1M Sell
20,175
-110
-0.5% -$5.47K 0.61% 38
2021
Q4 		$1.01M Buy
+20,285
New +$1.01M 0.65% 37

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

Investment Advisory Group's NEAR Position: Q1 2026 in Review

Investment Advisory Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 10% in Q1 2026, selling an estimated $91.9K and leaving 16,253 shares worth $826K. The position accounts for 0.21% of the portfolio, ranked #87.

Investment Advisory Group first reported a position in NEAR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Investment Advisory Group held 16,253 shares of iShares Short Maturity Bond ETF worth $826K as of Q1 2026.
  • Investment Advisory Group sold 1,800 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $91.9K.
  • iShares Short Maturity Bond ETF made up 0.21% of Investment Advisory Group's portfolio in Q1 2026, its #87 holding.
  • Investment Advisory Group first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's iShares Short Maturity Bond ETF position peaked at $1.01M in Q4 2021.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.