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

Keyvantage Wealth’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	$705K	Sell	13,876 -3,034	-18%	-$155K	0.31%	49
2025 Q4	$864K	Sell	16,910 -74	-0.4%	-$3.79K	0.37%	39
2025 Q3	$871K	Sell	16,984 -347	-2%	-$17.7K	0.37%	38
2025 Q2	$886K	Sell	17,331 -2,957	-15%	-$150K	0.4%	34
2025 Q1	$1.03M	Sell	20,288 -36,807	-64%	-$1.86M	0.5%	29
2024 Q4	$2.88M	Buy	+57,095	New	+$2.9M	2.06%	13

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

Keyvantage Wealth's NEAR Position: Q1 2026 in Review

Keyvantage Wealth reduced its iShares Short Maturity Bond ETF (NEAR) stake by 18% in Q1 2026, selling an estimated $155K and leaving 13,876 shares worth $705K. The position accounts for 0.31% of the portfolio, ranked #49.

Keyvantage Wealth first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.88M in Q4 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Keyvantage Wealth held 13,876 shares of iShares Short Maturity Bond ETF worth $705K as of Q1 2026.
Keyvantage Wealth sold 3,034 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $155K.
iShares Short Maturity Bond ETF made up 0.31% of Keyvantage Wealth's portfolio in Q1 2026, its #49 holding.
Keyvantage Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's iShares Short Maturity Bond ETF position peaked at $2.88M in Q4 2024.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.