Michels Family Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Michels Family Financial’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	$1.18M	Sell	23,252 -55	-0.2%	-$2.81K	0.85%	34
2025 Q4	$1.19M	Sell	23,307 -758	-3%	-$38.8K	0.88%	34
2025 Q3	$1.23M	Sell	24,065 -1,096	-4%	-$56K	0.96%	29
2025 Q2	$1.29M	Buy	25,161 +3	+0%	+$152	1.1%	24
2025 Q1	$1.28M	Sell	25,158 -373	-1%	-$18.9K	1.16%	20
2024 Q4	$1.29M	Buy	+25,531	New	+$1.29M	1.18%	21

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

Michels Family Financial's NEAR Position: Q1 2026 in Review

Michels Family Financial reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.24% in Q1 2026, selling an estimated $2.81K and leaving 23,252 shares worth $1.18M. The position accounts for 0.85% of the portfolio, ranked #34.

Michels Family Financial first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Michels Family Financial held 23,252 shares of iShares Short Maturity Bond ETF worth $1.18M as of Q1 2026.
Michels Family Financial sold 55 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $2.81K.
iShares Short Maturity Bond ETF made up 0.85% of Michels Family Financial's portfolio in Q1 2026, its #34 holding.
Michels Family Financial first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's iShares Short Maturity Bond ETF position peaked at $1.29M in Q4 2024.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.