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

Planning Directions’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 		$2.12M Buy
41,769
+9,499
+29% +$485K 1.07% 21
2025
Q4 		$1.65M Buy
32,270
+13,878
+75% +$710K 0.83% 21
2025
Q3 		$943K Buy
+18,392
New +$939K 0.49% 32

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 Directions's NEAR Position: Q1 2026 in Review

Planning Directions increased its iShares Short Maturity Bond ETF (NEAR) stake by 29% in Q1 2026, buying an estimated $485K and bringing the position to 41,769 shares worth $2.12M. The position accounts for 1.07% of the portfolio, ranked #21.

Planning Directions first reported a position in NEAR in Q3 2025 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Planning Directions held 41,769 shares of iShares Short Maturity Bond ETF worth $2.12M as of Q1 2026.
  • Planning Directions bought 9,499 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $485K.
  • iShares Short Maturity Bond ETF made up 1.07% of Planning Directions's portfolio in Q1 2026, its #21 holding.
  • Planning Directions first reported a position in iShares Short Maturity Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.