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

Mutual 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 		$1.05M Sell
20,611
-1,296
-6% -$66.2K 0.02% 582
2025
Q4 		$1.12M Sell
21,907
-1,196
-5% -$61.2K 0.02% 540
2025
Q3 		$1.19M Sell
23,103
-816
-3% -$41.7K 0.03% 503
2025
Q2 		$1.22M Sell
23,919
-25,715
-52% -$1.31M 0.03% 435
2025
Q1 		$2.53M Sell
49,634
-24,474
-33% -$1.24M 0.07% 240
2024
Q4 		$3.75M Sell
74,108
-3,073
-4% -$156K 0.11% 180
2024
Q3 		$3.92M Buy
77,181
+7,484
+11% +$380K 0.11% 165
2024
Q2 		$3.53M Buy
69,697
+32,523
+87% +$1.63M 0.11% 178
2024
Q1 		$1.88M Sell
37,174
-5,375
-13% -$271K 0.06% 291
2023
Q4 		$2.15M Buy
42,549
+4,907
+13% +$246K 0.07% 250
2023
Q3 		$1.88M Buy
37,642
+14,608
+63% +$727K 0.07% 264
2023
Q2 		$1.15M Buy
+23,034
New +$1.14M 0.04% 394
2021
Q2 		– Sell
-8,117
Closed -$407K – 838
2021
Q1 		$407K Sell
8,117
-8,166
-50% -$410K 0.03% 546
2020
Q4 		$817K Sell
16,283
-10,327
-39% -$518K 0.06% 358
2020
Q3 		$1.33M Sell
26,610
-1,166
-4% -$58.4K 0.12% 196
2020
Q2 		$1.39M Sell
27,776
-3,248
-10% -$161K 0.14% 175
2020
Q1 		$1.5M Sell
31,024
-954
-3% -$47.5K 0.2% 129
2019
Q4 		$1.61M Sell
31,978
-337
-1% -$16.9K 0.17% 144
2019
Q3 		$1.63M Buy
32,315
+6,457
+25% +$325K 0.21% 116
2019
Q2 		$1.3M Buy
25,858
+2,528
+11% +$127K 0.17% 150
2019
Q1 		$1.17M Buy
+23,330
New +$1.17M 0.17% 141

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

Mutual Advisors's NEAR Position: Q1 2026 in Review

Mutual Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 5.9% in Q1 2026, selling an estimated $66.2K and leaving 20,611 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #582.

Mutual Advisors first reported a position in NEAR in Q1 2019 and has held it in 21 quarters since. The position peaked at $3.92M in Q3 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Mutual Advisors held 20,611 shares of iShares Short Maturity Bond ETF worth $1.05M as of Q1 2026.
  • Mutual Advisors sold 1,296 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $66.2K.
  • iShares Short Maturity Bond ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #582 holding.
  • Mutual Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 21 quarters since.
  • Mutual Advisors's iShares Short Maturity Bond ETF position peaked at $3.92M in Q3 2024.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.