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 Q2	$4.73K	Buy	93 +1	+1%	+$51	﹤0.01%	1125
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Physician Wealth Advisors's NEAR Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.1% in Q2 2026, buying an estimated $51 and bringing the position to 93 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Physician Wealth Advisors first reported a position in NEAR in Q3 2019 and has held it in 18 quarters since. The position peaked at $3.65M in Q1 2020. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Physician Wealth Advisors held 93 shares of iShares Short Maturity Bond ETF worth $4.73K as of Q2 2026.
Physician Wealth Advisors bought 1 iShares Short Maturity Bond ETF share in Q2 2026, an estimated $51.
iShares Short Maturity Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1125 holding.
Physician Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and has held it in 18 quarters since.
Physician Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $3.65M in Q1 2020.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.