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MPWM Advisory Solutions’s iShares Short Maturity Bond ETF NEAR Stock Holding History

MPWM Advisory Solutions’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
-91
Closed -$4.65K – 591
2025
Q4 		$4.65K Buy
91
+1
+1% +$51 ﹤0.01% 384
2025
Q3 		$4.59K Buy
90
+1
+1% +$51 ﹤0.01% 351
2025
Q2 		$4.53K Buy
89
+1
+1% +$51 ﹤0.01% 367
2025
Q1 		$4.46K Buy
88
+1
+1% +$51 ﹤0.01% 381
2024
Q4 		$4.39K Buy
+87
New +$4.41K ﹤0.01% 390

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

MPWM Advisory Solutions's NEAR Position: Q1 2026 in Review

MPWM Advisory Solutions sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2026, closing a stake of 91 shares — an estimated $4.65K sold.

MPWM Advisory Solutions first reported a position in NEAR in Q4 2024 and held it in 5 quarters. The position peaked at $4.65K in Q4 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • MPWM Advisory Solutions reported no remaining iShares Short Maturity Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MPWM Advisory Solutions sold 91 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $4.65K.
  • MPWM Advisory Solutions first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and held it in 5 quarters.
  • MPWM Advisory Solutions's iShares Short Maturity Bond ETF position peaked at $4.65K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.