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Values First Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Values First 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 		$4.66M Buy
91,733
+1,976
+2% +$101K 2.43% 7
2025
Q4 		$4.59M Buy
89,757
+5,273
+6% +$270K 2.38% 7
2025
Q3 		$4.33M Buy
84,484
+2,216
+3% +$113K 2.32% 7
2025
Q2 		$4.2M Sell
82,268
-1,084
-1% -$55.1K 2.29% 7
2025
Q1 		$4.24M Buy
83,352
+52
+0.1% +$2.63K 2.47% 7
2024
Q4 		$4.21M Buy
83,300
+28,601
+52% +$1.45M 2.32% 7
2024
Q3 		$2.8M Buy
54,699
+1,502
+3% +$76.3K 1.52% 12
2024
Q2 		$2.68M Buy
53,197
+1,579
+3% +$79.2K 1.6% 12
2024
Q1 		$2.6M Sell
51,618
-958
-2% -$48.3K 1.53% 13
2023
Q4 		$2.66M Sell
52,576
-42,842
-45% -$2.14M 1.6% 10
2023
Q3 		$4.76M Buy
95,418
+4,137
+5% +$206K 3.08% 5
2023
Q2 		$4.54M Buy
91,281
+1,879
+2% +$93.2K 2.74% 5
2023
Q1 		$4.43M Buy
89,402
+14,802
+20% +$733K 2.82% 4
2022
Q4 		$3.68M Sell
74,600
-31,670
-30% -$1.56M 2.56% 4
2022
Q3 		$5.24M Buy
106,270
+1,146
+1% +$56.5K 3.76% 2
2022
Q2 		$5.18M Sell
105,124
-7,212
-6% -$356K 3.68% 2
2022
Q1 		$5.57M Sell
112,336
-7,331
-6% -$365K 3.52% 2
2021
Q4 		$5.98M Buy
119,667
+18,488
+18% +$925K 3.54% 2
2021
Q3 		$5.07M Buy
101,179
+59,328
+142% +$2.97M 3.29% 2
2021
Q2 		$2.1M Buy
41,851
+583
+1% +$29.3K 1.42% 19
2021
Q1 		$2.07M Sell
41,268
-545
-1% -$27.4K 1.53% 13
2020
Q4 		$2.1M Sell
41,813
-2,667
-6% -$134K 1.67% 9
2020
Q3 		$2.23M Sell
44,480
-2,202
-5% -$110K 2.05% 4
2020
Q2 		$2.33M Buy
46,682
+466
+1% +$23K 2.31% 3
2020
Q1 		$2.24M Sell
46,216
-7,969
-15% -$397K 2.69% 3
2019
Q4 		$2.72M Buy
+54,185
New +$2.72M 2.63% 3

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

Values First Advisors's NEAR Position: Q1 2026 in Review

Values First Advisors increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.2% in Q1 2026, buying an estimated $101K and bringing the position to 91,733 shares worth $4.66M. The position accounts for 2.43% of the portfolio, ranked #7.

Values First Advisors first reported a position in NEAR in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.98M in Q4 2021. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Values First Advisors held 91,733 shares of iShares Short Maturity Bond ETF worth $4.66M as of Q1 2026.
  • Values First Advisors bought 1,976 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $101K.
  • iShares Short Maturity Bond ETF made up 2.43% of Values First Advisors's portfolio in Q1 2026, its #7 holding.
  • Values First Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Values First Advisors's iShares Short Maturity Bond ETF position peaked at $5.98M in Q4 2021.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.