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TCI Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

TCI Wealth 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 		$614K Buy
12,086
+82
+0.7% +$4.19K 0.03% 132
2025
Q4 		$613K Buy
12,004
+187
+2% +$9.57K 0.03% 132
2025
Q3 		$606K Buy
11,817
+91
+0.8% +$4.65K 0.04% 136
2025
Q2 		$599K Sell
11,726
-95
-0.8% -$4.83K 0.04% 132
2025
Q1 		$601K Buy
11,821
+87
+0.7% +$4.41K 0.05% 112
2024
Q4 		$593K Hold
11,734
– – 0.05% 112
2024
Q3 		$601K Hold
11,734
– – 0.05% 114
2024
Q2 		$591K Sell
11,734
-9,164
-44% -$460K 0.06% 111
2024
Q1 		$1.05M Buy
20,898
+271
+1% +$13.7K 0.1% 75
2023
Q4 		$1.04M Hold
20,627
– – 0.11% 75
2023
Q3 		$1.03M Buy
20,627
+175
+0.9% +$8.71K 0.13% 69
2023
Q2 		$1.02M Buy
+20,452
New +$1.01M 0.13% 71
2019
Q2 		– Sell
-2,387
Closed -$120K – 1507
2019
Q1 		$120K Buy
+2,387
New +$120K 0.05% 211

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

TCI Wealth Advisors's NEAR Position: Q1 2026 in Review

TCI Wealth Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.68% in Q1 2026, buying an estimated $4.19K and bringing the position to 12,086 shares worth $614K. The position accounts for 0.03% of the portfolio, ranked #132.

TCI Wealth Advisors first reported a position in NEAR in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.05M in Q1 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • TCI Wealth Advisors held 12,086 shares of iShares Short Maturity Bond ETF worth $614K as of Q1 2026.
  • TCI Wealth Advisors bought 82 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $4.19K.
  • iShares Short Maturity Bond ETF made up 0.03% of TCI Wealth Advisors's portfolio in Q1 2026, its #132 holding.
  • TCI Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 13 quarters since.
  • TCI Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $1.05M in Q1 2024.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

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