JAG
NEAR icon

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

Journey 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 		$710K Buy
13,960
+4,437
+47% +$227K 0.06% 162
2025
Q4 		$487K Buy
9,523
+4,592
+93% +$235K 0.04% 192
2025
Q3 		$253K Sell
4,931
-2,940
-37% -$150K 0.02% 242
2025
Q2 		$402K Buy
+7,871
New +$400K 0.03% 215

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

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

Journey Advisory Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 47% in Q1 2026, buying an estimated $227K and bringing the position to 13,960 shares worth $710K. The position accounts for 0.06% of the portfolio, ranked #162.

Journey Advisory Group first reported a position in NEAR in Q2 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Journey Advisory Group held 13,960 shares of iShares Short Maturity Bond ETF worth $710K as of Q1 2026.
  • Journey Advisory Group bought 4,437 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $227K.
  • iShares Short Maturity Bond ETF made up 0.06% of Journey Advisory Group's portfolio in Q1 2026, its #162 holding.
  • Journey Advisory Group first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.