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Mount Yale Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Mount Yale Investment 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 		$1.65M Buy
+32,515
New +$1.66M 0.04% 411
2020
Q4 		– Sell
-7,215
Closed -$362K – 416
2020
Q3 		$362K Buy
+7,215
New +$361K 0.05% 265
2020
Q2 		– Sell
-5,771
Closed -$280K – 354
2020
Q1 		$280K Buy
+5,771
New +$287K 0.06% 238

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 $1.36B AUM 18.79% 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 $445B AUM 25.58% 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 $6.73T AUM 46.02% 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

Mount Yale Investment Advisors's NEAR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q1 2026: 32,515 shares worth $1.65M. The stake represents 0.04% of the portfolio and ranks #411 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in NEAR as recently as Q3 2020.

Mount Yale Investment Advisors first reported a position in NEAR in Q1 2020 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Mount Yale Investment Advisors held 32,515 shares of iShares Short Maturity Bond ETF worth $1.65M as of Q1 2026.
  • iShares Short Maturity Bond ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares Short Maturity Bond ETF made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #411 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.