Proathlete Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Proathlete Wealth Management’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	$8.12M	Buy	159,332 +3,497	+2%	+$179K	2.25%	10
2025 Q4	$7.99M	Buy	155,835 +4,033	+3%	+$206K	2.18%	10
2025 Q3	$7.78M	Buy	151,802 +8,320	+6%	+$425K	2.24%	10
2025 Q2	$7.33M	Sell	143,482 -6,296	-4%	-$320K	2.33%	9
2025 Q1	$7.62M	Buy	149,778 +2,962	+2%	+$150K	2.78%	10
2024 Q4	$7.41M	Buy	146,816 +22,561	+18%	+$1.14M	2.79%	10
2024 Q3	$6.37M	Buy	124,255 +12,804	+11%	+$651K	2.62%	10
2024 Q2	$5.61M	Buy	111,451 +9,500	+9%	+$477K	2.66%	9
2024 Q1	$5.14M	Buy	101,951 +8,090	+9%	+$408K	2.74%	8
2023 Q4	$4.74M	Buy	+93,861	New	+$4.7M	2.81%	8

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

Proathlete Wealth Management's NEAR Position: Q1 2026 in Review

Proathlete Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.2% in Q1 2026, buying an estimated $179K and bringing the position to 159,332 shares worth $8.12M. The position accounts for 2.25% of the portfolio, ranked #10.

Proathlete Wealth Management first reported a position in NEAR in Q4 2023 and has held it in 10 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Proathlete Wealth Management held 159,332 shares of iShares Short Maturity Bond ETF worth $8.12M as of Q1 2026.
Proathlete Wealth Management bought 3,497 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $179K.
iShares Short Maturity Bond ETF made up 2.25% of Proathlete Wealth Management's portfolio in Q1 2026, its #10 holding.
Proathlete Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2023 and has held it in 10 quarters since.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.