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Shared Vision Wealth Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Shared Vision Wealth Group’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 		$206K Buy
+4,047
New +$207K 0.08% 95
2025
Q4 		– Sell
-5,489
Closed -$282K – 104
2025
Q3 		$282K Buy
5,489
+36
+0.7% +$1.84K 0.12% 79
2025
Q2 		$278K Buy
+5,453
New +$277K 0.14% 66

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

Shared Vision Wealth Group's NEAR Position: Q1 2026 in Review

Shared Vision Wealth Group opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q1 2026: 4,047 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #95 among its holdings. This is a return to the name: Shared Vision Wealth Group previously reported a position in NEAR as recently as Q3 2025.

Shared Vision Wealth Group first reported a position in NEAR in Q2 2025 and has held it in 3 quarters since. The position peaked at $282K in Q3 2025. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Shared Vision Wealth Group held 4,047 shares of iShares Short Maturity Bond ETF worth $206K as of Q1 2026.
  • iShares Short Maturity Bond ETF was a new Shared Vision Wealth Group position in Q1 2026.
  • iShares Short Maturity Bond ETF made up 0.08% of Shared Vision Wealth Group's portfolio in Q1 2026, its #95 holding.
  • Shared Vision Wealth Group first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Shared Vision Wealth Group's iShares Short Maturity Bond ETF position peaked at $282K in Q3 2025.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.