Joel Adams & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Joel Adams & Associates’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	$1.39M	Buy	27,410 +1,208	+5%	+$61.7K	1.03%	20
2025 Q4	$1.34M	Buy	26,202 +930	+4%	+$47.6K	1.01%	20
2025 Q3	$1.3M	Sell	25,272 -468	-2%	-$23.9K	1.05%	19
2025 Q2	$1.32M	Buy	25,740 +973	+4%	+$49.4K	1.16%	16
2025 Q1	$1.26M	Buy	24,767 +8,608	+53%	+$436K	1.13%	17
2024 Q4	$816K	Buy	+16,159	New	+$819K	0.74%	24

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

Joel Adams & Associates's NEAR Position: Q1 2026 in Review

Joel Adams & Associates increased its iShares Short Maturity Bond ETF (NEAR) stake by 4.6% in Q1 2026, buying an estimated $61.7K and bringing the position to 27,410 shares worth $1.39M. The position accounts for 1.03% of the portfolio, ranked #20.

Joel Adams & Associates first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Joel Adams & Associates held 27,410 shares of iShares Short Maturity Bond ETF worth $1.39M as of Q1 2026.
Joel Adams & Associates bought 1,208 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $61.7K.
iShares Short Maturity Bond ETF made up 1.03% of Joel Adams & Associates's portfolio in Q1 2026, its #20 holding.
Joel Adams & Associates first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 6 quarters since.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.