Pinnacle Wealth Management Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$225K	Buy	4,417 +145	+3%	+$7.41K	0.02%	485
2025 Q4	$218K	Sell	4,272 -1,285	-23%	-$65.8K	0.02%	485
2025 Q3	$285K	Buy	+5,557	New	+$284K	0.02%	326
2025 Q2	–	Sell	-9,389	Closed	-$478K	–	380
2025 Q1	$478K	Buy	9,389 +3,385	+56%	+$171K	0.04%	215
2024 Q4	$303K	Buy	6,004 +475	+9%	+$24.1K	0.03%	281
2024 Q3	$283K	Sell	5,529 -65,491	-92%	-$3.33M	0.03%	293
2024 Q2	$3.57M	Buy	71,020 +6,418	+10%	+$322K	0.37%	62
2024 Q1	$3.26M	Buy	64,602 +4,714	+8%	+$238K	0.35%	67
2023 Q4	$3.03M	Buy	59,888 +9,455	+19%	+$473K	0.35%	68
2023 Q3	$2.52M	Buy	50,433 +3,111	+7%	+$155K	0.33%	74
2023 Q2	$2.35M	Buy	47,322 +3,487	+8%	+$173K	0.29%	77
2023 Q1	$2.17M	Buy	43,835 +6,680	+18%	+$331K	0.29%	76
2022 Q4	$1.83M	Sell	37,155 -3,995	-10%	-$196K	0.28%	75
2022 Q3	$2.03M	Sell	41,150 -58,359	-59%	-$2.88M	0.34%	68
2022 Q2	$4.9M	Sell	99,509 -8,135	-8%	-$402K	0.79%	28
2022 Q1	$5.34M	Buy	107,644 +9,481	+10%	+$472K	0.77%	28
2021 Q4	$4.9M	Buy	98,163 +3,810	+4%	+$191K	0.8%	31
2021 Q3	$4.73M	Buy	94,353 +4,480	+5%	+$225K	1.11%	23
2021 Q2	$4.51M	Buy	89,873 +4,675	+5%	+$235K	1.06%	23
2021 Q1	$4.28M	Buy	85,198 +15,050	+21%	+$756K	1.2%	22
2020 Q4	$3.52M	Buy	70,148 +15,335	+28%	+$769K	1.07%	24
2020 Q3	$2.75M	Buy	54,813 +8,194	+18%	+$410K	0.96%	25
2020 Q2	$2.33M	Buy	46,619 +1,925	+4%	+$95.2K	0.87%	26
2020 Q1	$2.17M	Buy	44,694 +5,390	+14%	+$269K	1.05%	25
2019 Q4	$1.98M	Buy	39,304 +3,545	+10%	+$178K	0.74%	36
2019 Q3	$1.8M	Buy	35,759 +21,935	+159%	+$1.1M	0.75%	37
2019 Q2	$696K	Buy	13,824 +5,190	+60%	+$261K	0.3%	88
2019 Q1	$434K	Buy	+8,634	New	+$432K	0.2%	112

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

Pinnacle Wealth Management Advisory Group's NEAR Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 3.4% in Q1 2026, buying an estimated $7.41K and bringing the position to 4,417 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #485.

Pinnacle Wealth Management Advisory Group first reported a position in NEAR in Q1 2019 and has held it in 28 quarters since. The position peaked at $5.34M in Q1 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 4,417 shares of iShares Short Maturity Bond ETF worth $225K as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 145 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $7.41K.
iShares Short Maturity Bond ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #485 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 28 quarters since.
Pinnacle Wealth Management Advisory Group's iShares Short Maturity Bond ETF position peaked at $5.34M in Q1 2022.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.