Nikulski Financial’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $300K | Sell |
5,900
-235
| -4% | -$12K | 0.07% | 154 |
|
|
2025
Q4 | $313K | Hold |
6,135
| – | – | 0.08% | 147 |
|
|
2025
Q3 | $315K | Sell |
6,135
-400
| -6% | -$20.4K | 0.08% | 127 |
|
|
2025
Q2 | $334K | Hold |
6,535
| – | – | 0.09% | 114 |
|
|
2025
Q1 | $332K | Buy |
6,535
+1,115
| +21% | +$56.5K | 0.1% | 104 |
|
|
2024
Q4 | $274K | Buy |
5,420
+1,300
| +32% | +$65.9K | 0.08% | 113 |
|
|
2024
Q3 | $211K | Sell |
4,120
-32,110
| -89% | -$1.63M | 0.06% | 129 |
|
|
2024
Q2 | $1.82M | Buy |
36,230
+1,930
| +6% | +$96.8K | 0.58% | 47 |
|
|
2024
Q1 | $1.73M | Buy |
34,300
+346
| +1% | +$17.5K | 0.57% | 47 |
|
|
2023
Q4 | $1.72M | Sell |
33,954
-382
| -1% | -$19.1K | 0.63% | 41 |
|
|
2023
Q3 | $1.71M | Buy |
34,336
+1,421
| +4% | +$70.7K | 0.71% | 39 |
|
|
2023
Q2 | $1.64M | Sell |
32,915
-448
| -1% | -$22.2K | 0.68% | 42 |
|
|
2023
Q1 | $1.65M | Buy |
33,363
+817
| +3% | +$40.5K | 0.73% | 40 |
|
|
2022
Q4 | $1.6M | Buy |
32,546
+1,004
| +3% | +$49.4K | 0.76% | 42 |
|
|
2022
Q3 | $1.55M | Buy |
31,542
+1,614
| +5% | +$79.5K | 0.8% | 36 |
|
|
2022
Q2 | $1.47M | Buy |
29,928
+2,937
| +11% | +$145K | 0.73% | 38 |
|
|
2022
Q1 | $1.34M | Buy |
26,991
+2,225
| +9% | +$111K | 0.57% | 46 |
|
|
2021
Q4 | $1.24M | Buy |
24,766
+4,296
| +21% | +$215K | 0.52% | 50 |
|
|
2021
Q3 | $1.03M | Buy |
20,470
+1,774
| +9% | +$88.9K | 0.47% | 62 |
|
|
2021
Q2 | $938K | Buy |
18,696
+1,859
| +11% | +$93.3K | 0.44% | 63 |
|
|
2021
Q1 | $845K | Buy |
16,837
+7,748
| +85% | +$389K | 0.43% | 62 |
|
|
2020
Q4 | $456K | Buy |
9,089
+1,307
| +17% | +$65.5K | 0.25% | 75 |
|
|
2020
Q3 | $390K | Buy |
7,782
+712
| +10% | +$35.7K | 0.25% | 73 |
|
|
2020
Q2 | $354K | Sell |
7,070
-550
| -7% | -$27.2K | 0.25% | 77 |
|
|
2020
Q1 | $370K | Sell |
7,620
-7,491
| -50% | -$373K | 0.32% | 62 |
|
|
2019
Q4 | $761K | Buy |
15,111
+1,860
| +14% | +$93.5K | 0.55% | 43 |
|
|
2019
Q3 | $666K | Buy |
13,251
+571
| +5% | +$28.7K | 0.55% | 43 |
|
|
2019
Q2 | $638K | Buy |
12,680
+1,584
| +14% | +$79.5K | 0.54% | 43 |
|
|
2019
Q1 | $557K | Sell |
11,096
-6,869
| -38% | -$344K | 0.54% | 41 |
|
|
2018
Q4 | $896K | Sell |
17,965
-197
| -1% | -$9.85K | 0.94% | 33 |
|
|
2018
Q3 | $910K | Buy |
18,162
+10,170
| +127% | +$510K | 0.85% | 34 |
|
|
2018
Q2 | $401K | Sell |
7,992
-35,437
| -82% | -$1.78M | 0.37% | 52 |
|
|
2018
Q1 | $2.18M | Buy |
43,429
+25,638
| +144% | +$1.29M | 2.16% | 18 |
|
|
2017
Q4 | $892K | Buy |
+17,791
| New | +$893K | 0.96% | 33 |
|
Other funds holding NEAR
CCA
BI
Nikulski Financial's NEAR Position: Q1 2026 in Review
Nikulski Financial reduced its iShares Short Maturity Bond ETF (NEAR) stake by 3.8% in Q1 2026, selling an estimated $12K and leaving 5,900 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #154.
Nikulski Financial first reported a position in NEAR in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.18M in Q1 2018. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.
- Nikulski Financial held 5,900 shares of iShares Short Maturity Bond ETF worth $300K as of Q1 2026.
- Nikulski Financial sold 235 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $12K.
- iShares Short Maturity Bond ETF made up 0.07% of Nikulski Financial's portfolio in Q1 2026, its #154 holding.
- Nikulski Financial first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Nikulski Financial's iShares Short Maturity Bond ETF position peaked at $2.18M in Q1 2018.
- 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.
Based on Nikulski Financial's 13F filing for Q1 2026, filed 15 May 2026.