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Kestra Private Wealth Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Kestra Private Wealth Services’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 		$1.98M Sell
38,985
-6,888
-15% -$352K 0.02% 559
2025
Q4 		$2.34M Buy
+45,873
New +$2.35M 0.03% 495
2025
Q3 		– Sell
-6,709
Closed -$343K – 1726
2025
Q2 		$343K Buy
6,709
+277
+4% +$14.1K ﹤0.01% 1210
2025
Q1 		$327K Buy
+6,432
New +$326K 0.01% 1159

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

Kestra Private Wealth Services's NEAR Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares Short Maturity Bond ETF (NEAR) stake by 15% in Q1 2026, selling an estimated $352K and leaving 38,985 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #559.

Kestra Private Wealth Services first reported a position in NEAR in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.34M in Q4 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Kestra Private Wealth Services held 38,985 shares of iShares Short Maturity Bond ETF worth $1.98M as of Q1 2026.
  • Kestra Private Wealth Services sold 6,888 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $352K.
  • iShares Short Maturity Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #559 holding.
  • Kestra Private Wealth Services first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's iShares Short Maturity Bond ETF position peaked at $2.34M in Q4 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.