LGT Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

LGT Financial Advisors’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	$38K	Hold	747	–	–	0.19%	76
2025 Q4	$38.2K	Hold	747	–	–	0.23%	72
2025 Q3	$38.3K	Hold	747	–	–	0.08%	140
2025 Q2	$38.2K	Hold	747	–	–	0.1%	117
2025 Q1	$38K	Hold	747	–	–	0.12%	118
2024 Q4	$37.7K	Sell	747 -1,330	-64%	-$67.4K	0.08%	188
2024 Q3	$106K	Sell	2,077 -1,476	-42%	-$75K	0.26%	67
2024 Q2	$179K	Sell	3,553 -19	-0.5%	-$953	0.38%	52
2024 Q1	$180K	Sell	3,572 -460	-11%	-$23.2K	0.21%	113
2023 Q4	$204K	Sell	4,032 -1,209	-23%	-$60.5K	0.25%	88
2023 Q3	$261K	Sell	5,241 -1,896	-27%	-$94.3K	0.33%	65
2023 Q2	$355K	Buy	+7,137	New	+$354K	0.38%	77
2023 Q1	–	Sell	-10,292	Closed	-$507K	–	163
2022 Q4	$507K	Buy	+10,292	New	+$506K	0.6%	31

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

LGT Financial Advisors's NEAR Position: Q1 2026 in Review

LGT Financial Advisors held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 747 shares worth $38K. The position accounts for 0.19% of the portfolio, ranked #76.

LGT Financial Advisors first reported a position in NEAR in Q4 2022 and has held it in 13 quarters since. The position peaked at $507K in Q4 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

LGT Financial Advisors held 747 shares of iShares Short Maturity Bond ETF worth $38K as of Q1 2026.
LGT Financial Advisors left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
iShares Short Maturity Bond ETF made up 0.19% of LGT Financial Advisors's portfolio in Q1 2026, its #76 holding.
LGT Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 13 quarters since.
LGT Financial Advisors's iShares Short Maturity Bond ETF position peaked at $507K in Q4 2022.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.