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Sand Hill Global Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sand Hill Global Advisors’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 		$7.18M Sell
141,314
-102
-0.1% -$5.21K 0.24% 53
2025
Q4 		$7.23M Sell
141,416
-150
-0.1% -$7.68K 0.25% 58
2025
Q3 		$7.26M Buy
141,566
+113
+0.1% +$5.77K 0.26% 56
2025
Q2 		$7.23M Buy
+141,453
New +$7.18M 0.27% 58
2023
Q1 		– Sell
-252,006
Closed -$12.4M – 163
2022
Q4 		$12.4M Buy
252,006
+79,934
+46% +$3.93M 0.7% 23
2022
Q3 		$8.48M Buy
172,072
+8,809
+5% +$434K 0.53% 27
2022
Q2 		$8.04M Sell
163,263
-35,371
-18% -$1.75M 0.46% 35
2022
Q1 		$9.85M Sell
198,634
-74,028
-27% -$3.68M 0.54% 25
2021
Q4 		$13.6M Sell
272,662
-41,245
-13% -$2.06M 0.76% 20
2021
Q3 		$15.7M Sell
313,907
-949
-0.3% -$47.6K 0.96% 17
2021
Q2 		$15.8M Sell
314,856
-24,996
-7% -$1.25M 0.96% 17
2021
Q1 		$17.1M Sell
339,852
-24,514
-7% -$1.23M 1.11% 15
2020
Q4 		$18.3M Sell
364,366
-23,685
-6% -$1.19M 1.22% 15
2020
Q3 		$19.4M Buy
388,051
+145,489
+60% +$7.29M 1.48% 14
2020
Q2 		$12.1M Buy
242,562
+41,326
+21% +$2.04M 0.97% 18
2020
Q1 		$9.76M Buy
201,236
+6,787
+3% +$338K 0.93% 17
2019
Q4 		$9.77M Buy
194,449
+39,998
+26% +$2.01M 0.89% 20
2019
Q3 		$7.78M Sell
154,451
-18,200
-11% -$915K 0.73% 20
2019
Q2 		$8.69M Buy
172,651
+89,803
+108% +$4.51M 0.89% 17
2019
Q1 		$4.16M Sell
82,848
-11,874
-13% -$595K 0.42% 45
2018
Q4 		$4.72M Buy
94,722
+3,284
+4% +$164K 0.51% 40
2018
Q3 		$4.59M Buy
91,438
+36,078
+65% +$1.81M 0.44% 45
2018
Q2 		$2.78M Buy
+55,360
New +$2.78M 0.27% 56
2018
Q1 		– Sell
-12,444
Closed -$624K – 94
2017
Q4 		$624K Hold
12,444
– – 0.06% 71
2017
Q3 		$626K Hold
12,444
– – 0.07% 70
2017
Q2 		$626K Buy
+12,444
New +$625K 0.07% 76

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

Sand Hill Global Advisors's NEAR Position: Q1 2026 in Review

Sand Hill Global Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 0.07% in Q1 2026, selling an estimated $5.21K and leaving 141,314 shares worth $7.18M. The position accounts for 0.24% of the portfolio, ranked #53.

Sand Hill Global Advisors first reported a position in NEAR in Q2 2017 and has held it in 26 quarters since. The position peaked at $19.4M in Q3 2020. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Sand Hill Global Advisors held 141,314 shares of iShares Short Maturity Bond ETF worth $7.18M as of Q1 2026.
  • Sand Hill Global Advisors sold 102 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $5.21K.
  • iShares Short Maturity Bond ETF made up 0.24% of Sand Hill Global Advisors's portfolio in Q1 2026, its #53 holding.
  • Sand Hill Global Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and has held it in 26 quarters since.
  • Sand Hill Global Advisors's iShares Short Maturity Bond ETF position peaked at $19.4M in Q3 2020.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.