&Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

&Partners’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	$7.61M	Sell	149,650 -37,751	-20%	-$1.93M	0.04%	409
2025 Q4	$9.58M	Sell	187,401 -653	-0.3%	-$33.4K	0.05%	322
2025 Q3	$9.64M	Buy	188,054 +41,357	+28%	+$2.11M	0.06%	269
2025 Q2	$7.5M	Buy	146,697 +80,755	+122%	+$4.1M	0.06%	283
2025 Q1	$3.37M	Buy	65,942 +52,626	+395%	+$2.67M	0.04%	393
2024 Q4	$672K	Buy	+13,316	New	+$675K	0.01%	936

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

&Partners's NEAR Position: Q1 2026 in Review

&Partners reduced its iShares Short Maturity Bond ETF (NEAR) stake by 20% in Q1 2026, selling an estimated $1.93M and leaving 149,650 shares worth $7.61M. The position accounts for 0.04% of the portfolio, ranked #409.

&Partners first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.64M in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

&Partners held 149,650 shares of iShares Short Maturity Bond ETF worth $7.61M as of Q1 2026.
&Partners sold 37,751 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $1.93M.
iShares Short Maturity Bond ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #409 holding.
&Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 6 quarters since.
&Partners's iShares Short Maturity Bond ETF position peaked at $9.64M in Q3 2025.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.