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

Red Crane 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	$1.89M	Sell	37,257 -8,037	-18%	-$410K	1.56%	23
2025 Q4	$2.31M	Sell	45,294 -5,017	-10%	-$257K	1.89%	20
2025 Q3	$2.58M	Sell	50,311 -10,704	-18%	-$547K	2.18%	15
2025 Q2	$3.12M	Sell	61,015 -42,002	-41%	-$2.13M	2.84%	11
2025 Q1	$5.24M	Sell	103,017 -8,244	-7%	-$418K	5.02%	3
2024 Q4	$5.62M	Buy	+111,261	New	+$5.64M	5.32%	3

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

Red Crane Wealth Management's NEAR Position: Q1 2026 in Review

Red Crane Wealth Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 18% in Q1 2026, selling an estimated $410K and leaving 37,257 shares worth $1.89M. The position accounts for 1.56% of the portfolio, ranked #23.

Red Crane Wealth Management first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.62M in Q4 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Red Crane Wealth Management held 37,257 shares of iShares Short Maturity Bond ETF worth $1.89M as of Q1 2026.
Red Crane Wealth Management sold 8,037 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $410K.
iShares Short Maturity Bond ETF made up 1.56% of Red Crane Wealth Management's portfolio in Q1 2026, its #23 holding.
Red Crane Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 6 quarters since.
Red Crane Wealth Management's iShares Short Maturity Bond ETF position peaked at $5.62M in Q4 2024.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Red Crane Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.