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Members Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Members Advisory Group’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 		– Sell
-6,023
Closed -$308K – 39
2025
Q4 		$308K Sell
6,023
-244,229
-98% -$12.5M 0.12% 26
2025
Q3 		$12.8M Sell
250,252
-19,071
-7% -$974K 4.54% 7
2025
Q2 		$13.8M Sell
269,323
-56,927
-17% -$2.89M 5.17% 7
2025
Q1 		$16.6M Sell
326,250
-31,001
-9% -$1.57M 6.94% 7
2024
Q4 		$18M Buy
+357,251
New +$18.1M 7.4% 7

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

Members Advisory Group's NEAR Position: Q1 2026 in Review

Members Advisory Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 6,023 shares — an estimated $308K sold.

Members Advisory Group first reported a position in NEAR in Q4 2024 and held it in 5 quarters. The position peaked at $18M in Q4 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Members Advisory Group reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Members Advisory Group sold 6,023 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $308K.
  • Members Advisory Group first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and held it in 5 quarters.
  • Members Advisory Group's iShares Short Maturity Bond ETF position peaked at $18M in Q4 2024.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Members Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.