LVW Advisors
NEAR icon

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

LVW 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
Q3 		$1.19M Sell
23,768
-42,986
-64% -$2.17M 0.1% 134
2026
Q2 		$3.38M Sell
66,754
-4,378
-6% -$222K 0.29% 47
2026
Q1 		$3.62M Buy
71,132
+4,446
+7% +$227K 0.34% 38
2025
Q4 		$3.41M Buy
66,686
+7,665
+13% +$392K 0.35% 40
2025
Q3 		$3.03M Buy
59,021
+4,086
+7% +$209K 0.31% 43
2025
Q2 		$2.81M Buy
54,935
+1,026
+2% +$52.1K 0.31% 43
2025
Q1 		$2.74M Buy
53,909
+3,342
+7% +$169K 0.33% 42
2024
Q4 		$2.55M Buy
50,567
+5,800
+13% +$294K 0.31% 54
2024
Q3 		$2.29M Buy
44,767
+3,108
+7% +$158K 0.29% 52
2024
Q2 		$2.1M Buy
41,659
+1,231
+3% +$61.7K 0.31% 50
2024
Q1 		$2.04M Sell
40,428
-4,427
-10% -$223K 0.35% 48
2023
Q4 		$2.27M Buy
44,855
+558
+1% +$27.9K 0.42% 43
2023
Q3 		$2.21M Buy
44,297
+4,151
+10% +$206K 0.46% 48
2023
Q2 		$2M Buy
40,146
+13,034
+48% +$647K 0.38% 59
2023
Q1 		$1.34M Buy
27,112
+155
+0.6% +$7.68K 0.26% 78
2022
Q4 		$1.33M Buy
26,957
+445
+2% +$21.9K 0.27% 79
2022
Q3 		$1.31M Sell
26,512
-4,771
-15% -$235K 0.29% 72
2022
Q2 		$1.54M Buy
31,283
+18,854
+152% +$932K 0.31% 67
2022
Q1 		$617K Buy
+12,429
New +$618K 0.1% 125

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

LVW Advisors's NEAR Position: Q3 2026 in Review

LVW Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 64% in Q3 2026, selling an estimated $2.17M and leaving 23,768 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #134.

LVW Advisors first reported a position in NEAR in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.62M in Q1 2026. 336 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • LVW Advisors held 23,768 shares of iShares Short Maturity Bond ETF worth $1.19M as of Q3 2026.
  • LVW Advisors sold 42,986 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $2.17M.
  • iShares Short Maturity Bond ETF made up 0.1% of LVW Advisors's portfolio in Q3 2026, its #134 holding.
  • LVW Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • LVW Advisors's iShares Short Maturity Bond ETF position peaked at $3.62M in Q1 2026.
  • 336 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.