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

Medallion Wealth 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 		$149K Buy
2,921
+8
+0.3% +$409 0.05% 293
2025
Q4 		$149K Sell
2,913
-51
-2% -$2.61K 0.05% 283
2025
Q3 		$152K Sell
2,964
-118
-4% -$6.03K 0.05% 275
2025
Q2 		$157K Sell
3,082
-189
-6% -$9.6K 0.06% 258
2025
Q1 		$166K Sell
3,271
-193
-6% -$9.78K 0.08% 225
2024
Q4 		$175K Buy
+3,464
New +$176K 0.09% 203

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

Medallion Wealth Advisors's NEAR Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.27% in Q1 2026, buying an estimated $409 and bringing the position to 2,921 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #293.

Medallion Wealth Advisors first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $175K in Q4 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Medallion Wealth Advisors held 2,921 shares of iShares Short Maturity Bond ETF worth $149K as of Q1 2026.
  • Medallion Wealth Advisors bought 8 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $409.
  • iShares Short Maturity Bond ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #293 holding.
  • Medallion Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $175K in Q4 2024.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.