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Planning Alternatives’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Planning Alternatives’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 		$1.12M Hold
21,997
– – 0.14% 41
2025
Q4 		$1.12M Hold
21,997
– – 0.14% 37
2025
Q3 		$1.13M Hold
21,997
– – 0.14% 35
2025
Q2 		$1.12M Hold
21,997
– – 0.16% 30
2025
Q1 		$1.12M Sell
21,997
-2,871
-12% -$145K 0.17% 29
2024
Q4 		$1.26M Hold
24,868
– – 0.19% 25
2024
Q3 		$1.27M Sell
24,868
-23,638
-49% -$1.2M 0.19% 25
2024
Q2 		$2.44M Sell
48,506
-13,767
-22% -$691K 0.4% 18
2024
Q1 		$3.14M Sell
62,273
-78,515
-56% -$3.96M 0.52% 15
2023
Q4 		$7.11M Buy
140,788
+27,558
+24% +$1.38M 1.25% 14
2023
Q3 		$5.65M Sell
113,230
-445
-0.4% -$22.1K 1.09% 14
2023
Q2 		$5.65M Sell
113,675
-2,295
-2% -$114K 1.04% 14
2023
Q1 		$5.75M Sell
115,970
-1,084,635
-90% -$53.7M 1.12% 14
2022
Q4 		$59.2M Buy
+1,200,605
New +$59M 10.77% 2

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

Planning Alternatives's NEAR Position: Q1 2026 in Review

Planning Alternatives held its iShares Short Maturity Bond ETF (NEAR) position steady in Q1 2026 at 21,997 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #41.

Planning Alternatives first reported a position in NEAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $59.2M in Q4 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Planning Alternatives held 21,997 shares of iShares Short Maturity Bond ETF worth $1.12M as of Q1 2026.
  • Planning Alternatives left its iShares Short Maturity Bond ETF share count unchanged in Q1 2026.
  • iShares Short Maturity Bond ETF made up 0.14% of Planning Alternatives's portfolio in Q1 2026, its #41 holding.
  • Planning Alternatives first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Planning Alternatives's iShares Short Maturity Bond ETF position peaked at $59.2M in Q4 2022.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.