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

Physician Wealth 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 		$4.7K Hold
92
– – ﹤0.01% 1028
2025
Q4 		$4.69K Buy
92
+7
+8% +$358 ﹤0.01% 990
2025
Q3 		$4.38K Sell
85
-1,108
-93% -$56.6K ﹤0.01% 955
2025
Q2 		$60.9K Sell
1,193
-146
-11% -$7.42K 0.01% 316
2025
Q1 		$68.1K Sell
1,339
-699
-34% -$35.4K 0.01% 295
2024
Q4 		$103K Buy
+2,038
New +$103K 0.02% 248
2022
Q2 		– Sell
-4,137
Closed -$205K – 157
2022
Q1 		$205K Sell
4,137
-456
-10% -$22.7K 0.05% 148
2021
Q4 		$229K Buy
4,593
+175
+4% +$8.75K 0.06% 146
2021
Q3 		$221K Sell
4,418
-139
-3% -$6.97K 0.06% 148
2021
Q2 		$228K Buy
4,557
+377
+9% +$18.9K 0.07% 137
2021
Q1 		$210K Sell
4,180
-1,419
-25% -$71.2K 0.07% 135
2020
Q4 		$281K Sell
5,599
-7,180
-56% -$360K 0.1% 111
2020
Q3 		$640K Sell
12,779
-18,861
-60% -$944K 0.26% 53
2020
Q2 		$1.58M Sell
31,640
-42,605
-57% -$2.11M 0.64% 32
2020
Q1 		$3.65M Buy
74,245
+20,640
+39% +$1.03M 1.82% 14
2019
Q4 		$2.7M Buy
53,605
+7,909
+17% +$398K 1.2% 19
2019
Q3 		$2.3M Buy
+45,696
New +$2.3M 1.12% 21

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

Physician Wealth Advisors's NEAR Position: Q1 2026 in Review

Physician Wealth Advisors held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 92 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Physician Wealth Advisors first reported a position in NEAR in Q3 2019 and has held it in 17 quarters since. The position peaked at $3.65M in Q1 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Physician Wealth Advisors held 92 shares of iShares Short Maturity Bond ETF worth $4.7K as of Q1 2026.
  • Physician Wealth Advisors left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1028 holding.
  • Physician Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and has held it in 17 quarters since.
  • Physician Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $3.65M in Q1 2020.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.